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 | $95,164 | $72,177+31.8% | $115,037-17.3% | $59,632+59.6% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | 0.08% | 12.02%-11.9pp | 26.14%-26.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,972 | $2,841-30.6% | $4,608-57.2% | $2,203-10.5% |
| Participant deferral / active EE | $6,044 | $4,783+26.4% | $6,026+0.3% | $3,192+89.4% |
| Admin fee / account holder | $2,297 | $4,927-53.4% | $8,175-71.9% | $4,297-46.5% |