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 | $123,580 | $82,032+50.6% | $123,104+0.4% | $59,632+107.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.48% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $7,892 | $3,297+139.4% | $5,151+53.2% | $2,203+258.3% |
| Participant deferral / active EE | $10,194 | $4,667+118.4% | $6,230+63.6% | $3,192+219.4% |
| Admin fee / account holder | $1,425 | $5,881-75.8% | $9,015-84.2% | $4,297-66.8% |