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 | $105,611 | $52,681+100.5% | $75,781+39.4% | $59,632+77.1% |
| Participation rate | 96.7% | 67.2%+29.4pp | 75.8%+20.8pp | 68.7%+28.0pp |
| Annual return | 0.21% | 2.95%-2.7pp | 9.68%-9.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,151 | $2,193-1.9% | $3,323-35.3% | $2,203-2.3% |
| Participant deferral / active EE | $5,263 | $2,591+103.2% | $3,651+44.1% | $3,192+64.9% |
| Admin fee / account holder | $1,969 | $3,610-45.5% | $5,299-62.8% | $4,297-54.2% |