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 | $121,984 | $82,032+48.7% | $123,104-0.9% | $59,632+104.6% |
| Participation rate | 96.8% | 83.2%+13.6pp | 86.8%+10.0pp | 68.7%+28.1pp |
| Annual return | -1.89% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,216 | $3,297-32.8% | $5,151-57.0% | $2,203+0.6% |
| Participant deferral / active EE | $5,115 | $4,667+9.6% | $6,230-17.9% | $3,192+60.3% |
| Admin fee / account holder | $3,535 | $5,881-39.9% | $9,015-60.8% | $4,297-17.7% |