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 | $74,344 | $70,667+5.2% | $123,104-39.6% | $52,331+42.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.42% | 6.23%-5.8pp | 13.22%-12.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $6,296 | $2,946+113.7% | $5,151+22.2% | $1,882+234.6% |
| Participant deferral / active EE | $4,088 | $4,493-9.0% | $6,230-34.4% | $3,022+35.3% |
| Admin fee / account holder | $4,716 | $506+831.0% | $9,015-47.7% | $592+697.1% |