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 | $92,019 | $54,380+69.2% | $68,509+34.3% | $59,632+54.3% |
| Participation rate | 98.1% | 70.2%+27.9pp | 74.7%+23.3pp | 68.7%+29.4pp |
| Annual return | 0.14% | 2.83%-2.7pp | 8.27%-8.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $4,649 | $1,539+202.2% | $2,278+104.1% | $2,203+111.1% |
| Participant deferral / active EE | $5,153 | $2,643+95.0% | $3,382+52.4% | $3,192+61.5% |
| Admin fee / account holder | $1,799 | $3,885-53.7% | $5,275-65.9% | $4,297-58.1% |