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 | $124,542 | $75,828+64.2% | $147,614-15.6% | $59,632+108.9% |
| Participation rate | 83.3% | 71.6%+11.8pp | 84.6%-1.3pp | 68.7%+14.7pp |
| Annual return | -1.27% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,047 | $3,485-41.2% | $5,564-63.2% | $2,203-7.0% |
| Participant deferral / active EE | $4,611 | $3,130+47.3% | $4,895-5.8% | $3,192+44.5% |
| Admin fee / account holder | $4,838 | $5,985-19.2% | $11,611-58.3% | $4,297+12.6% |