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 | $29,988 | $65,703-54.4% | $94,224-68.2% | $59,632-49.7% |
| Participation rate | 88.9% | 72.1%+16.8pp | 78.8%+10.1pp | 68.7%+20.2pp |
| Annual return | -0.77% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,727 | $2,021+84.5% | $3,587+3.9% | $2,203+69.2% |
| Participant deferral / active EE | $5,205 | $3,143+65.6% | $4,320+20.5% | $3,192+63.1% |
| Admin fee / account holder | $891 | $4,264-79.1% | $6,269-85.8% | $4,297-79.3% |