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 | $41,089 | $52,681-22.0% | $75,781-45.8% | $59,632-31.1% |
| Participation rate | 95.3% | 67.2%+28.1pp | 75.8%+19.5pp | 68.7%+26.7pp |
| Annual return | -0.29% | 2.95%-3.2pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,503 | $2,193+14.1% | $3,323-24.7% | $2,203+13.6% |
| Participant deferral / active EE | $4,774 | $2,591+84.3% | $3,651+30.7% | $3,192+49.6% |
| Admin fee / account holder | $3,097 | $3,610-14.2% | $5,299-41.6% | $4,297-27.9% |