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 | $130,689 | $52,681+148.1% | $75,781+72.5% | $59,632+119.2% |
| Participation rate | 94.4% | 67.2%+27.2pp | 75.8%+18.6pp | 68.7%+25.7pp |
| Annual return | -2.80% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $8,822 | $2,193+302.2% | $3,323+165.5% | $2,203+300.5% |
| Participant deferral / active EE | $4,738 | $2,591+82.9% | $3,651+29.8% | $3,192+48.4% |
| Admin fee / account holder | $7,068 | $3,610+95.8% | $5,299+33.4% | $4,297+64.5% |