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 | $103,340 | $54,380+90.0% | $68,509+50.8% | $59,632+73.3% |
| Participation rate | 89.0% | 70.2%+18.8pp | 74.7%+14.3pp | 68.7%+20.4pp |
| Annual return | -0.65% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $3,630 | $1,539+135.9% | $2,278+59.4% | $2,203+64.8% |
| Participant deferral / active EE | $6,945 | $2,643+162.7% | $3,382+105.3% | $3,192+117.6% |
| Admin fee / account holder | $2,331 | $3,885-40.0% | $5,275-55.8% | $4,297-45.8% |