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 | $116,478 | $59,332+96.3% | $90,223+29.1% | $59,632+95.3% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.0%-4.0pp | 68.7%+6.3pp |
| Annual return | -1.28% | 3.25%-4.5pp | 1.31%-2.6pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,399 | $3,031-20.8% | $4,378-45.2% | $2,203+8.9% |
| Participant deferral / active EE | $5,796 | $4,369+32.7% | $5,792+0.1% | $3,192+81.6% |
| Admin fee / account holder | $6,153 | $5,032+22.3% | $7,406-16.9% | $4,297+43.2% |