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 5-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 | $134,443 | $52,681+155.2% | $75,781+77.4% | $59,632+125.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.27% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $5,916 | $2,193+169.7% | $3,323+78.0% | $2,203+168.6% |
| Participant deferral / active EE | $4,639 | $2,591+79.1% | $3,651+27.1% | $3,192+45.4% |
| Admin fee / account holder | $907 | $3,610-74.9% | $5,299-82.9% | $4,297-78.9% |