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 | $115,135 | $72,177+59.5% | $115,037+0.1% | $59,632+93.1% |
| Participation rate | 97.7% | 72.6%+25.1pp | 81.4%+16.3pp | 68.7%+29.0pp |
| Annual return | 0.30% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $13,337 | $2,841+369.4% | $4,608+189.4% | $2,203+505.5% |
| Participant deferral / active EE | $9,929 | $4,783+107.6% | $6,026+64.8% | $3,192+211.1% |
| Admin fee / account holder | $20,305 | $4,927+312.1% | $8,175+148.4% | $4,297+372.5% |