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 | $61,462 | $72,177-14.8% | $115,037-46.6% | $59,632+3.1% |
| Participation rate | 94.8% | 72.6%+22.3pp | 81.4%+13.5pp | 68.7%+26.2pp |
| Annual return | -1.42% | 12.02%-13.4pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,763 | $2,841-2.7% | $4,608-40.0% | $2,203+25.4% |
| Participant deferral / active EE | $3,723 | $4,783-22.2% | $6,026-38.2% | $3,192+16.6% |
| Admin fee / account holder | $7,656 | $4,927+55.4% | $8,175-6.3% | $4,297+78.2% |