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 | $64,706 | $72,177-10.4% | $115,037-43.8% | $59,632+8.5% |
| Participation rate | 85.0% | 72.6%+12.4pp | 81.4%+3.6pp | 68.7%+16.3pp |
| Annual return | -1.58% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,163 | $2,841-23.9% | $4,608-53.1% | $2,203-1.8% |
| Participant deferral / active EE | $10,880 | $4,783+127.5% | $6,026+80.5% | $3,192+240.9% |
| Admin fee / account holder | $400 | $4,927-91.9% | $8,175-95.1% | $4,297-90.7% |