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 | $61,399 | $40,256+52.5% | $57,343+7.1% | $59,632+3.0% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 68.7%+28.1pp |
| Annual return | 0.07% | 27.49%-27.4pp | 24.39%-24.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,311 | $1,922-31.8% | $2,689-51.2% | $2,203-40.5% |
| Participant deferral / active EE | $4,779 | $2,399+99.2% | $3,162+51.1% | $3,192+49.7% |
| Admin fee / account holder | $7,710 | $2,818+173.7% | $3,356+129.8% | $4,297+79.4% |