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 | $66,485 | $65,703+1.2% | $94,224-29.4% | $59,632+11.5% |
| Participation rate | 88.8% | 72.1%+16.6pp | 78.8%+10.0pp | 68.7%+20.1pp |
| Annual return | -1.55% | 5.22%-6.8pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $4,352 | $2,021+115.4% | $3,587+21.3% | $2,203+97.6% |
| Participant deferral / active EE | $5,144 | $3,143+63.7% | $4,320+19.1% | $3,192+61.2% |
| Admin fee / account holder | $2,309 | $4,264-45.8% | $6,269-63.2% | $4,297-46.3% |