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 8-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 | $48,290 | $52,681-8.3% | $75,781-36.3% | $59,632-19.0% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.8%+14.2pp | 68.7%+21.3pp |
| Annual return | -1.75% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,575 | $2,193-28.2% | $3,323-52.6% | $2,203-28.5% |
| Participant deferral / active EE | $6,750 | $2,591+160.6% | $3,651+84.9% | $3,192+111.5% |
| Admin fee / account holder | $6,845 | $3,610+89.6% | $5,299+29.2% | $4,297+59.3% |