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 | $136,199 | $72,177+88.7% | $115,037+18.4% | $59,632+128.4% |
| Participation rate | 93.5% | 72.6%+20.9pp | 81.4%+12.1pp | 68.7%+24.8pp |
| Annual return | 0.54% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,608 | $4,783+100.9% | $6,026+59.4% | $3,192+201.0% |
| Admin fee / account holder | $4,359 | $4,927-11.5% | $8,175-46.7% | $4,297+1.5% |