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 | $76,141 | $48,050+58.5% | $85,969-11.4% | $59,632+27.7% |
| Participation rate | 72.3% | 64.5%+7.9pp | 76.5%-4.2pp | 68.7%+3.7pp |
| Annual return | -0.96% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,989 | $1,640+21.3% | $3,474-42.8% | $2,203-9.7% |
| Participant deferral / active EE | $3,234 | $2,249+43.8% | $3,829-15.6% | $3,192+1.3% |
| Admin fee / account holder | $9,779 | $3,206+205.0% | $6,053+61.6% | $4,297+127.6% |