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 | $54,345 | $72,177-24.7% | $115,037-52.8% | $59,632-8.9% |
| Participation rate | 82.8% | 72.6%+10.2pp | 81.4%+1.4pp | 68.7%+14.1pp |
| Annual return | -2.27% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,937 | $2,841-31.8% | $4,608-58.0% | $2,203-12.1% |
| Participant deferral / active EE | $3,182 | $4,783-33.5% | $6,026-47.2% | $3,192-0.3% |
| Admin fee / account holder | $1,571 | $4,927-68.1% | $8,175-80.8% | $4,297-63.4% |