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 | $147,266 | $72,177+104.0% | $115,037+28.0% | $59,632+147.0% |
| Participation rate | 94.8% | 72.6%+22.3pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | 0.49% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,946 | $2,841-31.5% | $4,608-57.8% | $2,203-11.7% |
| Participant deferral / active EE | $5,109 | $4,783+6.8% | $6,026-15.2% | $3,192+60.1% |
| Admin fee / account holder | $944 | $4,927-80.8% | $8,175-88.5% | $4,297-78.0% |