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 | $167,608 | $72,177+132.2% | $115,037+45.7% | $59,632+181.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $3,030 | $2,841+6.7% | $4,608-34.2% | $2,203+37.6% |
| Participant deferral / active EE | $5,431 | $4,783+13.6% | $6,026-9.9% | $3,192+70.2% |
| Admin fee / account holder | $7,782 | $4,927+57.9% | $8,175-4.8% | $4,297+81.1% |