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 | $154,734 | $86,699+78.5% | $73,307+111.1% | $125,391+23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.46% | 2.78%-2.3pp | 5.67%-5.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $3,286 | $4,152-20.9% | $3,237+1.5% | $4,866-32.5% |
| Participant deferral / active EE | $3,482 | $5,550-37.3% | $4,991-30.2% | $5,352-34.9% |
| Admin fee / account holder | $5,001 | $7,771-35.7% | $5,637-11.3% | $9,540-47.6% |