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 | $119,444 | $72,177+65.5% | $115,037+3.8% | $59,632+100.3% |
| Participation rate | 90.2% | 72.6%+17.7pp | 81.4%+8.9pp | 68.7%+21.6pp |
| Annual return | -0.11% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $4,878 | $2,841+71.7% | $4,608+5.9% | $2,203+121.5% |
| Participant deferral / active EE | $3,024 | $4,783-36.8% | $6,026-49.8% | $3,192-5.3% |
| Admin fee / account holder | $21,625 | $4,927+338.9% | $8,175+164.5% | $4,297+403.3% |