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 | $118,424 | $72,177+64.1% | $115,037+2.9% | $59,632+98.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.38% | 12.02%-11.6pp | 26.14%-25.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $3,004 | $2,841+5.7% | $4,608-34.8% | $2,203+36.4% |
| Participant deferral / active EE | $4,015 | $4,783-16.1% | $6,026-33.4% | $3,192+25.8% |
| Admin fee / account holder | $2,968 | $4,927-39.8% | $8,175-63.7% | $4,297-30.9% |