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 | $87,527 | $78,694+11.2% | $67,652+29.4% | $125,391-30.2% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+9.0pp | 83.2%+1.4pp |
| Annual return | -1.27% | 9.46%-10.7pp | 6625.04%-6626.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,179 | $3,044-61.3% | $2,266-48.0% | $4,866-75.8% |
| Participant deferral / active EE | $3,912 | $4,292-8.9% | $3,560+9.9% | $5,352-26.9% |
| Admin fee / account holder | $403 | $7,403-94.6% | $4,821-91.6% | $9,540-95.8% |