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 | $63,260 | $75,828-16.6% | $147,614-57.1% | $59,632+6.1% |
| Participation rate | 75.3% | 71.6%+3.7pp | 84.6%-9.4pp | 68.7%+6.6pp |
| Annual return | 1.15% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,398 | $3,485-59.9% | $5,564-74.9% | $2,203-36.5% |
| Participant deferral / active EE | $3,064 | $3,130-2.1% | $4,895-37.4% | $3,192-4.0% |
| Admin fee / account holder | $2,215 | $5,985-63.0% | $11,611-80.9% | $4,297-48.5% |