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 | $101,829 | $82,032+24.1% | $123,104-17.3% | $59,632+70.8% |
| Participation rate | 90.6% | 83.2%+7.4pp | 86.8%+3.8pp | 68.7%+21.9pp |
| Annual return | -1.63% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $4,158 | $3,297+26.1% | $5,151-19.3% | $2,203+88.8% |
| Participant deferral / active EE | $7,149 | $4,667+53.2% | $6,230+14.8% | $3,192+124.0% |
| Admin fee / account holder | $2,245 | $5,881-61.8% | $9,015-75.1% | $4,297-47.8% |