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 | $83,191 | $54,380+53.0% | $68,509+21.4% | $59,632+39.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.35% | 2.83%-2.5pp | 8.27%-7.9pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $603 | $1,539-60.8% | $2,278-73.5% | $2,203-72.6% |
| Participant deferral / active EE | $4,705 | $2,643+78.0% | $3,382+39.1% | $3,192+47.4% |
| Admin fee / account holder | $12,631 | $3,885+225.1% | $5,275+139.5% | $4,297+193.9% |