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 | $92,105 | $65,703+40.2% | $94,224-2.2% | $59,632+54.5% |
| Participation rate | 91.2% | 72.1%+19.1pp | 78.8%+12.4pp | 68.7%+22.5pp |
| Annual return | 0.73% | 5.22%-4.5pp | 10.68%-9.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,748 | $2,021-13.5% | $3,587-51.3% | $2,203-20.7% |
| Participant deferral / active EE | $6,689 | $3,143+112.8% | $4,320+54.8% | $3,192+109.6% |
| Admin fee / account holder | $10,505 | $4,264+146.4% | $6,269+67.6% | $4,297+144.5% |