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 | $83,421 | $72,177+15.6% | $115,037-27.5% | $59,632+39.9% |
| Participation rate | 89.3% | 72.6%+16.7pp | 81.4%+7.9pp | 68.7%+20.6pp |
| Annual return | -0.63% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $3,175 | $2,841+11.8% | $4,608-31.1% | $2,203+44.2% |
| Participant deferral / active EE | $7,041 | $4,783+47.2% | $6,026+16.8% | $3,192+120.6% |
| Admin fee / account holder | $27,032 | $4,927+448.7% | $8,175+230.7% | $4,297+529.1% |