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 | $53,031 | $82,032-35.4% | $123,104-56.9% | $59,632-11.1% |
| Participation rate | 77.2% | 83.2%-6.0pp | 86.8%-9.6pp | 68.7%+8.5pp |
| Annual return | 1.34% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $1,413 | $3,297-57.2% | $5,151-72.6% | $2,203-35.9% |
| Participant deferral / active EE | $3,576 | $4,667-23.4% | $6,230-42.6% | $3,192+12.0% |
| Admin fee / account holder | $2,239 | $5,881-61.9% | $9,015-75.2% | $4,297-47.9% |