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 | $78,321 | $52,681+48.7% | $75,781+3.4% | $59,632+31.3% |
| Participation rate | 79.6% | 67.2%+12.4pp | 75.8%+3.8pp | 68.7%+10.9pp |
| Annual return | -0.09% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $383 | $2,193-82.5% | $3,323-88.5% | $2,203-82.6% |
| Participant deferral / active EE | $1,958 | $2,591-24.4% | $3,651-46.4% | $3,192-38.7% |
| Admin fee / account holder | $8,000 | $3,610+121.6% | $5,299+51.0% | $4,297+86.2% |