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 | $91,083 | $52,903+72.2% | $73,307+24.2% | $59,632+52.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.98% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $7,038 | $1,909+268.7% | $3,237+117.4% | $2,203+219.5% |
| Participant deferral / active EE | $3,664 | $4,069-9.9% | $4,991-26.6% | $3,192+14.8% |
| Admin fee / account holder | $7,465 | $3,834+94.7% | $5,637+32.4% | $4,297+73.7% |