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 | $54,189 | $40,256+34.6% | $57,343-5.5% | $59,632-9.1% |
| Participation rate | 72.7% | 69.2%+3.5pp | 75.1%-2.4pp | 68.7%+4.1pp |
| Annual return | -1.39% | 27.49%-28.9pp | 24.39%-25.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,947 | $1,922+1.3% | $2,689-27.6% | $2,203-11.6% |
| Participant deferral / active EE | $4,258 | $2,399+77.5% | $3,162+34.6% | $3,192+33.4% |
| Admin fee / account holder | $3,942 | $2,818+39.9% | $3,356+17.5% | $4,297-8.3% |