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 | $136,662 | $52,681+159.4% | $75,781+80.3% | $59,632+129.2% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.8%+11.7pp | 68.7%+18.8pp |
| Annual return | -1.21% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,569 | $2,193+17.1% | $3,323-22.7% | $2,203+16.6% |
| Participant deferral / active EE | $3,986 | $2,591+53.9% | $3,651+9.2% | $3,192+24.9% |
| Admin fee / account holder | $10,716 | $3,610+196.9% | $5,299+102.2% | $4,297+149.4% |