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 | $174,351 | $65,703+165.4% | $94,224+85.0% | $59,632+192.4% |
| Participation rate | 98.9% | 72.1%+26.8pp | 78.8%+20.2pp | 68.7%+30.3pp |
| Annual return | 0.94% | 5.22%-4.3pp | 10.68%-9.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $3,989 | $2,021+97.4% | $3,587+11.2% | $2,203+81.1% |
| Participant deferral / active EE | $5,572 | $3,143+77.3% | $4,320+29.0% | $3,192+74.6% |
| Admin fee / account holder | $4,200 | $4,264-1.5% | $6,269-33.0% | $4,297-2.3% |