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 | $127,933 | $72,177+77.2% | $115,037+11.2% | $59,632+114.5% |
| Participation rate | 75.9% | 72.6%+3.4pp | 81.4%-5.4pp | 68.7%+7.3pp |
| Annual return | -1.24% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,056 | $2,841+7.6% | $4,608-33.7% | $2,203+38.8% |
| Participant deferral / active EE | $8,923 | $4,783+86.6% | $6,026+48.1% | $3,192+179.6% |
| Admin fee / account holder | $2,966 | $4,927-39.8% | $8,175-63.7% | $4,297-31.0% |