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 | $131,603 | $72,177+82.3% | $115,037+14.4% | $59,632+120.7% |
| Participation rate | 70.0% | 72.6%-2.6pp | 81.4%-11.4pp | 68.7%+1.3pp |
| Annual return | 0.80% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,380 | $2,841-51.4% | $4,608-70.1% | $2,203-37.3% |
| Participant deferral / active EE | $6,163 | $4,783+28.9% | $6,026+2.3% | $3,192+93.1% |
| Admin fee / account holder | $11,171 | $4,927+126.7% | $8,175+36.6% | $4,297+160.0% |