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 | $83,258 | $52,681+58.0% | $75,781+9.9% | $59,632+39.6% |
| Participation rate | 80.9% | 67.2%+13.7pp | 75.8%+5.1pp | 68.7%+12.2pp |
| Annual return | 1.29% | 2.95%-1.7pp | 9.68%-8.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,592 | $2,193-27.4% | $3,323-52.1% | $2,203-27.7% |
| Participant deferral / active EE | $4,040 | $2,591+55.9% | $3,651+10.6% | $3,192+26.6% |
| Admin fee / account holder | $18,695 | $3,610+417.9% | $5,299+252.8% | $4,297+335.1% |