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 | $96,597 | $72,177+33.8% | $115,037-16.0% | $59,632+62.0% |
| Participation rate | 78.9% | 72.6%+6.4pp | 81.4%-2.4pp | 68.7%+10.3pp |
| Annual return | -1.82% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,704 | $2,841-4.8% | $4,608-41.3% | $2,203+22.8% |
| Participant deferral / active EE | $6,958 | $4,783+45.5% | $6,026+15.5% | $3,192+118.0% |
| Admin fee / account holder | $1,029 | $4,927-79.1% | $8,175-87.4% | $4,297-76.1% |