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 | $81,681 | $82,032-0.4% | $123,104-33.6% | $59,632+37.0% |
| Participation rate | 87.5% | 83.2%+4.3pp | 86.8%+0.7pp | 68.7%+18.8pp |
| Annual return | -1.21% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $4,604 | $3,297+39.6% | $5,151-10.6% | $2,203+109.0% |
| Participant deferral / active EE | $3,082 | $4,667-34.0% | $6,230-50.5% | $3,192-3.4% |
| Admin fee / account holder | $546 | $5,881-90.7% | $9,015-93.9% | $4,297-87.3% |