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 | $80,339 | $52,681+52.5% | $75,781+6.0% | $59,632+34.7% |
| Participation rate | 86.2% | 67.2%+19.0pp | 75.8%+10.4pp | 68.7%+17.5pp |
| Annual return | -0.03% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,201 | $2,193-45.2% | $3,323-63.9% | $2,203-45.5% |
| Participant deferral / active EE | $4,184 | $2,591+61.5% | $3,651+14.6% | $3,192+31.1% |
| Admin fee / account holder | $2,598 | $3,610-28.0% | $5,299-51.0% | $4,297-39.5% |