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 | $71,184 | $52,681+35.1% | $75,781-6.1% | $59,632+19.4% |
| Participation rate | 76.5% | 67.2%+9.3pp | 75.8%+0.7pp | 68.7%+7.9pp |
| Annual return | -1.77% | 2.95%-4.7pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $3,668 | $2,193+67.2% | $3,323+10.4% | $2,203+66.5% |
| Participant deferral / active EE | $3,884 | $2,591+49.9% | $3,651+6.4% | $3,192+21.7% |
| Admin fee / account holder | $14,257 | $3,610+295.0% | $5,299+169.0% | $4,297+231.8% |