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 | $109,095 | $52,681+107.1% | $75,781+44.0% | $59,632+82.9% |
| Participation rate | 73.9% | 67.2%+6.6pp | 75.8%-2.0pp | 68.7%+5.2pp |
| Annual return | 0.73% | 2.95%-2.2pp | 9.68%-8.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,819 | $2,193-17.1% | $3,323-45.3% | $2,203-17.4% |
| Participant deferral / active EE | $4,195 | $2,591+61.9% | $3,651+14.9% | $3,192+31.4% |
| Admin fee / account holder | $2,931 | $3,610-18.8% | $5,299-44.7% | $4,297-31.8% |