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 | $116,329 | $72,177+61.2% | $115,037+1.1% | $59,632+95.1% |
| Participation rate | 98.7% | 72.6%+26.2pp | 81.4%+17.3pp | 68.7%+30.0pp |
| Annual return | -0.05% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $3,382 | $2,841+19.0% | $4,608-26.6% | $2,203+53.5% |
| Participant deferral / active EE | $6,342 | $4,783+32.6% | $6,026+5.2% | $3,192+98.7% |
| Admin fee / account holder | $7,292 | $4,927+48.0% | $8,175-10.8% | $4,297+69.7% |