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 | $110,708 | $72,177+53.4% | $115,037-3.8% | $59,632+85.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.88% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $4,522 | $2,841+59.1% | $4,608-1.9% | $2,203+105.3% |
| Participant deferral / active EE | $7,105 | $4,783+48.5% | $6,026+17.9% | $3,192+122.6% |
| Admin fee / account holder | $3,989 | $4,927-19.0% | $8,175-51.2% | $4,297-7.2% |