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 | $129,251 | $52,681+145.3% | $75,781+70.6% | $59,632+116.7% |
| Participation rate | 84.9% | 67.2%+17.7pp | 75.8%+9.1pp | 68.7%+16.3pp |
| Annual return | -0.14% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,646 | $2,193-24.9% | $3,323-50.5% | $2,203-25.2% |
| Participant deferral / active EE | $4,834 | $2,591+86.6% | $3,651+32.4% | $3,192+51.5% |
| Admin fee / account holder | $11,786 | $3,610+226.5% | $5,299+122.4% | $4,297+174.3% |