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 | $40,987 | $65,703-37.6% | $94,224-56.5% | $59,632-31.3% |
| Participation rate | 76.3% | 72.1%+4.2pp | 78.8%-2.5pp | 68.7%+7.6pp |
| Annual return | -1.41% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,921 | $2,021-4.9% | $3,587-46.5% | $2,203-12.8% |
| Participant deferral / active EE | $5,920 | $3,143+88.4% | $4,320+37.0% | $3,192+85.5% |
| Admin fee / account holder | $4,417 | $4,264+3.6% | $6,269-29.5% | $4,297+2.8% |