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 | $82,939 | $52,681+57.4% | $75,781+9.4% | $59,632+39.1% |
| Participation rate | 88.3% | 67.2%+21.1pp | 75.8%+12.5pp | 68.7%+19.6pp |
| Annual return | -1.68% | 2.95%-4.6pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $5,133 | $2,193+134.0% | $3,323+54.4% | $2,203+133.0% |
| Participant deferral / active EE | $10,433 | $2,591+302.7% | $3,651+185.7% | $3,192+226.9% |
| Admin fee / account holder | $4,235 | $3,610+17.3% | $5,299-20.1% | $4,297-1.4% |