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 | $119,112 | $78,694+51.4% | $67,652+76.1% | $125,391-5.0% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 0.70% | 9.46%-8.8pp | 6625.04%-6624.3pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,298 | $3,044-57.4% | $2,266-42.7% | $4,866-73.3% |
| Participant deferral / active EE | $1,513 | $4,292-64.7% | $3,560-57.5% | $5,352-71.7% |
| Admin fee / account holder | $25,158 | $7,403+239.8% | $4,821+421.9% | $9,540+163.7% |