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 | $106,849 | $52,681+102.8% | $75,781+41.0% | $59,632+79.2% |
| Participation rate | 83.1% | 67.2%+15.9pp | 75.8%+7.3pp | 68.7%+14.4pp |
| Annual return | -0.16% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,212 | $2,193+46.4% | $3,323-3.4% | $2,203+45.8% |
| Participant deferral / active EE | $5,678 | $2,591+119.2% | $3,651+55.5% | $3,192+77.9% |
| Admin fee / account holder | $13,197 | $3,610+265.6% | $5,299+149.0% | $4,297+207.1% |