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 | $136,025 | $48,050+183.1% | $85,969+58.2% | $59,632+128.1% |
| Participation rate | 98.0% | 64.5%+33.5pp | 76.5%+21.5pp | 68.7%+29.3pp |
| Annual return | 2.21% | 0.29%+1.9pp | 9.32%-7.1pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $12,000 | $1,640+631.9% | $3,474+245.4% | $2,203+444.8% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,422 | $3,206+162.7% | $6,053+39.1% | $4,297+96.0% |