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 | $115,263 | $65,703+75.4% | $94,224+22.3% | $59,632+93.3% |
| Participation rate | 97.4% | 72.1%+25.2pp | 78.8%+18.6pp | 68.7%+28.7pp |
| Annual return | -0.29% | 5.22%-5.5pp | 10.68%-11.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $7,144 | $2,021+253.6% | $3,587+99.2% | $2,203+224.3% |
| Participant deferral / active EE | $3,883 | $3,143+23.5% | $4,320-10.1% | $3,192+21.7% |
| Admin fee / account holder | $6,768 | $4,264+58.7% | $6,269+8.0% | $4,297+57.5% |