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 | $68,988 | $59,332+16.3% | $90,223-23.5% | $59,632+15.7% |
| Participation rate | 85.5% | 71.9%+13.6pp | 79.0%+6.4pp | 68.7%+16.8pp |
| Annual return | -1.44% | 3.25%-4.7pp | 1.31%-2.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,807 | $3,031-7.4% | $4,378-35.9% | $2,203+27.5% |
| Participant deferral / active EE | $5,976 | $4,369+36.8% | $5,792+3.2% | $3,192+87.2% |
| Admin fee / account holder | $3,470 | $5,032-31.0% | $7,406-53.1% | $4,297-19.2% |