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 | $82,091 | $65,703+24.9% | $94,224-12.9% | $59,632+37.7% |
| Participation rate | 81.3% | 72.1%+9.1pp | 78.8%+2.5pp | 68.7%+12.6pp |
| Annual return | 0.41% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,888 | $2,021-6.6% | $3,587-47.4% | $2,203-14.3% |
| Participant deferral / active EE | $5,516 | $3,143+75.5% | $4,320+27.7% | $3,192+72.8% |
| Admin fee / account holder | $6,868 | $4,264+61.1% | $6,269+9.6% | $4,297+59.8% |