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 | $76,990 | $45,152+70.5% | $73,843+4.3% | $59,632+29.1% |
| Participation rate | 74.5% | 64.0%+10.5pp | 73.4%+1.1pp | 68.7%+5.8pp |
| Annual return | 0.03% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,595 | $1,902-16.1% | $2,787-42.8% | $2,203-27.6% |
| Participant deferral / active EE | $4,700 | $2,574+82.6% | $3,583+31.2% | $3,192+47.3% |
| Admin fee / account holder | $6,071 | $3,516+72.7% | $4,880+24.4% | $4,297+41.3% |