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 | $53,890 | $75,828-28.9% | $147,614-63.5% | $59,632-9.6% |
| Participation rate | 73.5% | 71.6%+1.9pp | 84.6%-11.2pp | 68.7%+4.8pp |
| Annual return | -0.61% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,494 | $3,485-57.1% | $5,564-73.2% | $2,203-32.2% |
| Participant deferral / active EE | $3,888 | $3,130+24.2% | $4,895-20.6% | $3,192+21.8% |
| Admin fee / account holder | $3,849 | $5,985-35.7% | $11,611-66.8% | $4,297-10.4% |