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 | $102,490 | $75,828+35.2% | $147,614-30.6% | $59,632+71.9% |
| Participation rate | 84.1% | 71.6%+12.5pp | 84.6%-0.5pp | 68.7%+15.4pp |
| Annual return | 1.46% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $6,797 | $3,485+95.0% | $5,564+22.1% | $2,203+208.6% |
| Participant deferral / active EE | $5,303 | $3,130+69.4% | $4,895+8.3% | $3,192+66.2% |
| Admin fee / account holder | $5,769 | $5,985-3.6% | $11,611-50.3% | $4,297+34.2% |