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 | $175,925 | $65,703+167.8% | $94,224+86.7% | $59,632+195.0% |
| Participation rate | 94.4% | 72.1%+22.3pp | 78.8%+15.7pp | 68.7%+25.8pp |
| Annual return | -0.18% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,539 | $2,021+25.6% | $3,587-29.2% | $2,203+15.3% |
| Participant deferral / active EE | $2,625 | $3,143-16.5% | $4,320-39.2% | $3,192-17.8% |
| Admin fee / account holder | $721 | $4,264-83.1% | $6,269-88.5% | $4,297-83.2% |