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 7-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 | $79,223 | $72,177+9.8% | $115,037-31.1% | $59,632+32.9% |
| Participation rate | 79.3% | 72.6%+6.8pp | 81.4%-2.0pp | 68.7%+10.7pp |
| Annual return | -1.04% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,937 | $2,841+38.6% | $4,608-14.6% | $2,203+78.8% |
| Participant deferral / active EE | $10,614 | $4,783+121.9% | $6,026+76.1% | $3,192+232.6% |
| Admin fee / account holder | $2,023 | $4,927-58.9% | $8,175-75.3% | $4,297-52.9% |