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 | $60,770 | $72,177-15.8% | $115,037-47.2% | $59,632+1.9% |
| Participation rate | 84.6% | 72.6%+12.1pp | 81.4%+3.2pp | 68.7%+15.9pp |
| Annual return | 2.05% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $3,509 | $2,841+23.5% | $4,608-23.8% | $2,203+59.3% |
| Participant deferral / active EE | $7,181 | $4,783+50.1% | $6,026+19.2% | $3,192+125.0% |
| Admin fee / account holder | $19,768 | $4,927+301.2% | $8,175+141.8% | $4,297+360.0% |