See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,705 | $82,032-0.4% | $123,104-33.6% | $59,632+37.0% |
| Participation rate | 89.8% | 83.2%+6.6pp | 86.8%+3.0pp | 68.7%+21.1pp |
| Annual return | 0.81% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,723 | $3,297-47.7% | $5,151-66.6% | $2,203-21.8% |
| Participant deferral / active EE | $3,651 | $4,667-21.8% | $6,230-41.4% | $3,192+14.4% |
| Admin fee / account holder | $2,446 | $5,881-58.4% | $9,015-72.9% | $4,297-43.1% |