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 | $83,990 | $65,703+27.8% | $94,224-10.9% | $59,632+40.8% |
| Participation rate | 95.4% | 72.1%+23.3pp | 78.8%+16.6pp | 68.7%+26.7pp |
| Annual return | 0.93% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,825 | $2,021-9.7% | $3,587-49.1% | $2,203-17.1% |
| Participant deferral / active EE | $7,660 | $3,143+143.7% | $4,320+77.3% | $3,192+140.0% |
| Admin fee / account holder | $652 | $4,264-84.7% | $6,269-89.6% | $4,297-84.8% |