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 | $102,738 | $82,032+25.2% | $123,104-16.5% | $59,632+72.3% |
| Participation rate | 85.3% | 83.2%+2.1pp | 86.8%-1.5pp | 68.7%+16.6pp |
| Annual return | 0.19% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,738 | $3,297+13.4% | $5,151-27.4% | $2,203+69.7% |
| Participant deferral / active EE | $7,467 | $4,667+60.0% | $6,230+19.9% | $3,192+134.0% |
| Admin fee / account holder | $10,459 | $5,881+77.9% | $9,015+16.0% | $4,297+143.4% |