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 4-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 | $107,497 | $82,032+31.0% | $123,104-12.7% | $59,632+80.3% |
| Participation rate | 73.3% | 83.2%-9.9pp | 86.8%-13.4pp | 68.7%+4.7pp |
| Annual return | 1.88% | 5.12%-3.2pp | 13.22%-11.3pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,318 | $4,667-28.9% | $6,230-46.7% | $3,192+4.0% |
| Admin fee / account holder | $5,328 | $5,881-9.4% | $9,015-40.9% | $4,297+24.0% |