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 | $108,236 | $75,828+42.7% | $147,614-26.7% | $59,632+81.5% |
| Participation rate | 79.7% | 71.6%+8.1pp | 84.6%-4.9pp | 68.7%+11.0pp |
| Annual return | 6.62% | 0.37%+6.3pp | 61.98%-55.4pp | 2041.28%-2034.7pp |
| Employer contribution / active EE | $2,145 | $3,485-38.4% | $5,564-61.5% | $2,203-2.6% |
| Participant deferral / active EE | $2,929 | $3,130-6.4% | $4,895-40.2% | $3,192-8.2% |
| Admin fee / account holder | $1,341 | $5,985-77.6% | $11,611-88.4% | $4,297-68.8% |