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 | $129,063 | $82,032+57.3% | $123,104+4.8% | $59,632+116.4% |
| Participation rate | 84.5% | 83.2%+1.3pp | 86.8%-2.3pp | 68.7%+15.8pp |
| Annual return | 0.97% | 5.12%-4.2pp | 13.22%-12.3pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $7,559 | $3,297+129.3% | $5,151+46.7% | $2,203+243.2% |
| Participant deferral / active EE | $13,434 | $4,667+187.9% | $6,230+115.6% | $3,192+320.9% |
| Admin fee / account holder | $8,039 | $5,881+36.7% | $9,015-10.8% | $4,297+87.1% |