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 | $151,302 | $72,177+109.6% | $115,037+31.5% | $59,632+153.7% |
| Participation rate | 95.9% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.2pp |
| Annual return | -2.24% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $5,102 | $2,841+79.6% | $4,608+10.7% | $2,203+131.6% |
| Participant deferral / active EE | $8,025 | $4,783+67.8% | $6,026+33.2% | $3,192+151.4% |
| Admin fee / account holder | $2,249 | $4,927-54.3% | $8,175-72.5% | $4,297-47.7% |