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 | $94,303 | $54,380+73.4% | $68,509+37.7% | $59,632+58.1% |
| Participation rate | 86.1% | 70.2%+15.9pp | 74.7%+11.4pp | 68.7%+17.4pp |
| Annual return | -0.73% | 2.83%-3.6pp | 8.27%-9.0pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $3,723 | $1,539+142.0% | $2,278+63.4% | $2,203+69.0% |
| Participant deferral / active EE | $3,333 | $2,643+26.1% | $3,382-1.5% | $3,192+4.4% |
| Admin fee / account holder | $805 | $3,885-79.3% | $5,275-84.7% | $4,297-81.3% |