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 | $86,529 | $40,256+114.9% | $57,343+50.9% | $59,632+45.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.09% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $1,957 | $1,922+1.8% | $2,689-27.2% | $2,203-11.2% |
| Participant deferral / active EE | $2,451 | $2,399+2.2% | $3,162-22.5% | $3,192-23.2% |
| Admin fee / account holder | $7,931 | $2,818+181.5% | $3,356+136.4% | $4,297+84.6% |