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 | $118,151 | $48,274+144.8% | $63,517+86.0% | $59,632+98.1% |
| Participation rate | 76.9% | 66.3%+10.6pp | 71.0%+5.9pp | 68.7%+8.3pp |
| Annual return | 1.45% | -240.79%+242.2pp | -70.30%+71.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,359 | $1,586+48.7% | $2,322+1.6% | $2,203+7.1% |
| Participant deferral / active EE | $9,029 | $2,343+285.4% | $2,953+205.7% | $3,192+182.9% |
| Admin fee / account holder | $5,864 | $3,600+62.9% | $5,892-0.5% | $4,297+36.5% |