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 | $108,211 | $82,032+31.9% | $123,104-12.1% | $59,632+81.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 86.8%-11.8pp | 68.7%+6.3pp |
| Annual return | 4.42% | 5.12%-0.7pp | 13.22%-8.8pp | 2041.28%-2036.9pp |
| Employer contribution / active EE | $1,114 | $3,297-66.2% | $5,151-78.4% | $2,203-49.4% |
| Participant deferral / active EE | $9,175 | $4,667+96.6% | $6,230+47.3% | $3,192+187.5% |
| Admin fee / account holder | $2,319 | $5,881-60.6% | $9,015-74.3% | $4,297-46.0% |