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 | $153,953 | $72,177+113.3% | $115,037+33.8% | $59,632+158.2% |
| Participation rate | 91.5% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | -0.08% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $6,005 | $2,841+111.3% | $4,608+30.3% | $2,203+172.6% |
| Participant deferral / active EE | $8,254 | $4,783+72.6% | $6,026+37.0% | $3,192+158.6% |
| Admin fee / account holder | $3,200 | $4,927-35.1% | $8,175-60.9% | $4,297-25.5% |