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 | $81,109 | $82,032-1.1% | $123,104-34.1% | $59,632+36.0% |
| Participation rate | 85.2% | 83.2%+2.0pp | 86.8%-1.6pp | 68.7%+16.5pp |
| Annual return | 2.18% | 5.12%-2.9pp | 13.22%-11.0pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $2,232 | $3,297-32.3% | $5,151-56.7% | $2,203+1.3% |
| Participant deferral / active EE | $3,426 | $4,667-26.6% | $6,230-45.0% | $3,192+7.3% |
| Admin fee / account holder | $3,529 | $5,881-40.0% | $9,015-60.9% | $4,297-17.9% |