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 | $93,266 | $52,681+77.0% | $75,781+23.1% | $59,632+56.4% |
| Participation rate | 81.3% | 67.2%+14.0pp | 75.8%+5.4pp | 68.7%+12.6pp |
| Annual return | -1.79% | 2.95%-4.7pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,086 | $2,193-50.5% | $3,323-67.3% | $2,203-50.7% |
| Participant deferral / active EE | $4,511 | $2,591+74.1% | $3,651+23.5% | $3,192+41.3% |
| Admin fee / account holder | $9,936 | $3,610+175.3% | $5,299+87.5% | $4,297+131.2% |