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 | $165,641 | $72,177+129.5% | $115,037+44.0% | $59,632+177.8% |
| Participation rate | 82.8% | 72.6%+10.2pp | 81.4%+1.4pp | 68.7%+14.1pp |
| Annual return | -0.18% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $6,494 | $2,841+128.6% | $4,608+40.9% | $2,203+194.8% |
| Participant deferral / active EE | $5,513 | $4,783+15.3% | $6,026-8.5% | $3,192+72.7% |
| Admin fee / account holder | $889 | $4,927-82.0% | $8,175-89.1% | $4,297-79.3% |