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 | $116,543 | $72,177+61.5% | $115,037+1.3% | $59,632+95.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.28% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,585 | $2,841-9.0% | $4,608-43.9% | $2,203+17.4% |
| Participant deferral / active EE | $8,139 | $4,783+70.2% | $6,026+35.1% | $3,192+155.0% |
| Admin fee / account holder | $1,176 | $4,927-76.1% | $8,175-85.6% | $4,297-72.6% |