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 | $93,126 | $45,152+106.3% | $73,843+26.1% | $59,632+56.2% |
| Participation rate | 70.0% | 64.0%+6.0pp | 73.4%-3.4pp | 68.7%+1.3pp |
| Annual return | -0.66% | 27.40%-28.1pp | 2267.84%-2268.5pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,290 | $1,902-32.2% | $2,787-53.7% | $2,203-41.5% |
| Participant deferral / active EE | $4,033 | $2,574+56.7% | $3,583+12.6% | $3,192+26.4% |
| Admin fee / account holder | $402 | $3,516-88.6% | $4,880-91.8% | $4,297-90.6% |