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 | $91,265 | $54,380+67.8% | $68,509+33.2% | $59,632+53.0% |
| Participation rate | 98.8% | 70.2%+28.6pp | 74.7%+24.1pp | 68.7%+30.2pp |
| Annual return | -0.02% | 2.83%-2.9pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,825 | $1,539+83.6% | $2,278+24.0% | $2,203+28.2% |
| Participant deferral / active EE | $4,910 | $2,643+85.8% | $3,382+45.2% | $3,192+53.8% |
| Admin fee / account holder | $1,517 | $3,885-61.0% | $5,275-71.2% | $4,297-64.7% |