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 | $84,056 | $40,256+108.8% | $57,343+46.6% | $59,632+41.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.28% | 27.49%-28.8pp | 24.39%-25.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,081 | $1,922-43.8% | $2,689-59.8% | $2,203-50.9% |
| Participant deferral / active EE | $2,749 | $2,399+14.6% | $3,162-13.1% | $3,192-13.9% |
| Admin fee / account holder | $13,521 | $2,818+379.9% | $3,356+302.9% | $4,297+214.7% |