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 | $83,712 | $65,703+27.4% | $94,224-11.2% | $59,632+40.4% |
| Participation rate | 95.6% | 72.1%+23.4pp | 78.8%+16.8pp | 68.7%+26.9pp |
| Annual return | -0.20% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $4,395 | $2,021+117.5% | $3,587+22.5% | $2,203+99.5% |
| Participant deferral / active EE | $2,849 | $3,143-9.3% | $4,320-34.0% | $3,192-10.7% |
| Admin fee / account holder | $1,649 | $4,264-61.3% | $6,269-73.7% | $4,297-61.6% |