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 | $127,392 | $65,703+93.9% | $94,224+35.2% | $59,632+113.6% |
| Participation rate | 89.3% | 72.1%+17.2pp | 78.8%+10.5pp | 68.7%+20.6pp |
| Annual return | -1.06% | 5.22%-6.3pp | 10.68%-11.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,177 | $2,021+7.7% | $3,587-39.3% | $2,203-1.2% |
| Participant deferral / active EE | $4,399 | $3,143+40.0% | $4,320+1.8% | $3,192+37.8% |
| Admin fee / account holder | $2,894 | $4,264-32.1% | $6,269-53.8% | $4,297-32.7% |