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 | $42,523 | $54,380-21.8% | $68,509-37.9% | $59,632-28.7% |
| Participation rate | 72.2% | 70.2%+2.0pp | 74.7%-2.5pp | 68.7%+3.6pp |
| Annual return | -1.91% | 2.83%-4.7pp | 8.27%-10.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,362 | $1,539-11.5% | $2,278-40.2% | $2,203-38.2% |
| Participant deferral / active EE | $2,837 | $2,643+7.3% | $3,382-16.1% | $3,192-11.1% |
| Admin fee / account holder | $1,187 | $3,885-69.4% | $5,275-77.5% | $4,297-72.4% |