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 | $74,883 | $75,828-1.2% | $147,614-49.3% | $59,632+25.6% |
| Participation rate | 78.6% | 71.6%+7.0pp | 84.6%-6.0pp | 68.7%+9.9pp |
| Annual return | 0.39% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $4,426 | $3,485+27.0% | $5,564-20.5% | $2,203+100.9% |
| Participant deferral / active EE | $4,159 | $3,130+32.8% | $4,895-15.0% | $3,192+30.3% |
| Admin fee / account holder | $7,458 | $5,985+24.6% | $11,611-35.8% | $4,297+73.6% |