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 | $65,311 | $75,828-13.9% | $147,614-55.8% | $59,632+9.5% |
| Participation rate | 89.4% | 71.6%+17.8pp | 84.6%+4.7pp | 68.7%+20.7pp |
| Annual return | 2.27% | 0.37%+1.9pp | 61.98%-59.7pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $7,462 | $3,485+114.1% | $5,564+34.1% | $2,203+238.8% |
| Participant deferral / active EE | $7,487 | $3,130+139.2% | $4,895+53.0% | $3,192+134.6% |
| Admin fee / account holder | $6,170 | $5,985+3.1% | $11,611-46.9% | $4,297+43.6% |