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 | $21,436 | $52,681-59.3% | $75,781-71.7% | $59,632-64.1% |
| Participation rate | 86.1% | 67.2%+18.9pp | 75.8%+10.3pp | 68.7%+17.4pp |
| Annual return | -2.11% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,857 | $2,193-15.3% | $3,323-44.1% | $2,203-15.7% |
| Participant deferral / active EE | $3,286 | $2,591+26.8% | $3,651-10.0% | $3,192+3.0% |
| Admin fee / account holder | $4,224 | $3,610+17.0% | $5,299-20.3% | $4,297-1.7% |