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 | $106,912 | $72,177+48.1% | $115,037-7.1% | $59,632+79.3% |
| Participation rate | 89.4% | 72.6%+16.9pp | 81.4%+8.0pp | 68.7%+20.7pp |
| Annual return | -0.83% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $4,714 | $2,841+65.9% | $4,608+2.3% | $2,203+114.0% |
| Participant deferral / active EE | $9,011 | $4,783+88.4% | $6,026+49.5% | $3,192+182.3% |
| Admin fee / account holder | $12,286 | $4,927+149.4% | $8,175+50.3% | $4,297+185.9% |