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 | $113,911 | $75,828+50.2% | $147,614-22.8% | $59,632+91.0% |
| Participation rate | 96.2% | 71.6%+24.7pp | 84.6%+11.6pp | 68.7%+27.6pp |
| Annual return | 0.02% | 0.37%-0.3pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $5,703 | $3,485+63.7% | $5,564+2.5% | $2,203+158.9% |
| Participant deferral / active EE | $1,405 | $3,130-55.1% | $4,895-71.3% | $3,192-56.0% |
| Admin fee / account holder | $4,167 | $5,985-30.4% | $11,611-64.1% | $4,297-3.0% |