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 | $105,480 | $57,354+83.9% | $83,848+25.8% | $64,186+64.3% |
| Participation rate | 80.4% | 68.6%+11.8pp | 76.1%+4.3pp | 69.6%+10.9pp |
| Annual return | -4.79% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $791 | $2,545-68.9% | $3,631-78.2% | $2,381-66.8% |
| Participant deferral / active EE | $4,817 | $2,993+60.9% | $4,082+18.0% | $3,470+38.8% |
| Admin fee / account holder | $4,041 | $4,046-0.1% | $5,478-26.2% | $4,888-17.3% |