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 | $69,838 | $52,681+32.6% | $75,781-7.8% | $59,632+17.1% |
| Participation rate | 87.8% | 67.2%+20.6pp | 75.8%+12.0pp | 68.7%+19.1pp |
| Annual return | -2.22% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,213 | $2,193-44.7% | $3,323-63.5% | $2,203-44.9% |
| Participant deferral / active EE | $4,430 | $2,591+71.0% | $3,651+21.3% | $3,192+38.8% |
| Admin fee / account holder | $1,806 | $3,610-50.0% | $5,299-65.9% | $4,297-58.0% |