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 | $47,717 | $78,694-39.4% | $67,652-29.5% | $125,391-61.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -0.77% | 9.46%-10.2pp | 6625.04%-6625.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,923 | $3,044-36.8% | $2,266-15.1% | $4,866-60.5% |
| Participant deferral / active EE | $3,450 | $4,292-19.6% | $3,560-3.1% | $5,352-35.5% |
| Admin fee / account holder | $11,268 | $7,403+52.2% | $4,821+133.7% | $9,540+18.1% |