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 | $52,417 | $72,177-27.4% | $115,037-54.4% | $59,632-12.1% |
| Participation rate | 70.3% | 72.6%-2.3pp | 81.4%-11.1pp | 68.7%+1.6pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,011 | $2,841-64.4% | $4,608-78.1% | $2,203-54.1% |
| Participant deferral / active EE | $4,667 | $4,783-2.4% | $6,026-22.6% | $3,192+46.2% |
| Admin fee / account holder | $1,662 | $4,927-66.3% | $8,175-79.7% | $4,297-61.3% |