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 | $82,055 | $72,177+13.7% | $115,037-28.7% | $59,632+37.6% |
| Participation rate | 73.0% | 72.6%+0.4pp | 81.4%-8.4pp | 68.7%+4.3pp |
| Annual return | -1.13% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,367 | $2,841-51.9% | $4,608-70.3% | $2,203-37.9% |
| Participant deferral / active EE | $7,173 | $4,783+50.0% | $6,026+19.0% | $3,192+124.7% |
| Admin fee / account holder | $7,746 | $4,927+57.2% | $8,175-5.2% | $4,297+80.3% |