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 | $47,903 | $72,177-33.6% | $115,037-58.4% | $59,632-19.7% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -1.92% | 12.02%-13.9pp | 26.14%-28.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,165 | $2,841-23.8% | $4,608-53.0% | $2,203-1.7% |
| Participant deferral / active EE | $4,309 | $4,783-9.9% | $6,026-28.5% | $3,192+35.0% |
| Admin fee / account holder | $5,139 | $4,927+4.3% | $8,175-37.1% | $4,297+19.6% |