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 | $86,374 | $54,320+59.0% | $67,652+27.7% | $52,331+65.1% |
| Participation rate | 93.1% | 73.6%+19.5pp | 75.7%+17.5pp | 68.1%+25.0pp |
| Annual return | 1.07% | 6.81%-5.7pp | 6625.04%-6624.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,519 | $1,544-1.6% | $2,266-32.9% | $1,882-19.3% |
| Participant deferral / active EE | $6,410 | $2,950+117.3% | $3,560+80.1% | $3,022+112.1% |
| Admin fee / account holder | $3,460 | $527+557.0% | $4,821-28.2% | $592+484.8% |