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 6-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 | $91,163 | $65,703+38.7% | $94,224-3.2% | $59,632+52.9% |
| Participation rate | 96.0% | 72.1%+23.9pp | 78.8%+17.2pp | 68.7%+27.3pp |
| Annual return | -0.78% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,290 | $2,021+62.8% | $3,587-8.3% | $2,203+49.4% |
| Participant deferral / active EE | $1,559 | $3,143-50.4% | $4,320-63.9% | $3,192-51.1% |
| Admin fee / account holder | $23,737 | $4,264+456.6% | $6,269+278.6% | $4,297+452.4% |