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 | $125,990 | $72,177+74.6% | $115,037+9.5% | $59,632+111.3% |
| Participation rate | 92.5% | 72.6%+19.9pp | 81.4%+11.1pp | 68.7%+23.8pp |
| Annual return | -1.53% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $5,093 | $2,841+79.2% | $4,608+10.5% | $2,203+131.2% |
| Participant deferral / active EE | $7,989 | $4,783+67.0% | $6,026+32.6% | $3,192+150.3% |
| Admin fee / account holder | $5,743 | $4,927+16.6% | $8,175-29.8% | $4,297+33.6% |