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 8-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 | $82,291 | $72,177+14.0% | $115,037-28.5% | $59,632+38.0% |
| Participation rate | 94.9% | 72.6%+22.4pp | 81.4%+13.5pp | 68.7%+26.2pp |
| Annual return | 0.46% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,238 | $2,841-21.2% | $4,608-51.4% | $2,203+1.6% |
| Participant deferral / active EE | $3,693 | $4,783-22.8% | $6,026-38.7% | $3,192+15.7% |
| Admin fee / account holder | $5,137 | $4,927+4.3% | $8,175-37.2% | $4,297+19.5% |