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 | $99,976 | $72,177+38.5% | $115,037-13.1% | $59,632+67.7% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -2.10% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,698 | $2,841-5.0% | $4,608-41.4% | $2,203+22.5% |
| Participant deferral / active EE | $3,990 | $4,783-16.6% | $6,026-33.8% | $3,192+25.0% |
| Admin fee / account holder | $6,100 | $4,927+23.8% | $8,175-25.4% | $4,297+42.0% |