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 | $169,750 | $72,177+135.2% | $115,037+47.6% | $59,632+184.7% |
| Participation rate | 85.5% | 72.6%+13.0pp | 81.4%+4.1pp | 68.7%+16.8pp |
| Annual return | -1.45% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $5,262 | $2,841+85.2% | $4,608+14.2% | $2,203+138.9% |
| Participant deferral / active EE | $6,287 | $4,783+31.5% | $6,026+4.3% | $3,192+97.0% |
| Admin fee / account holder | $1,628 | $4,927-67.0% | $8,175-80.1% | $4,297-62.1% |