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 | $111,355 | $65,703+69.5% | $94,224+18.2% | $59,632+86.7% |
| Participation rate | 92.4% | 72.1%+20.3pp | 78.8%+13.6pp | 68.7%+23.7pp |
| Annual return | -1.16% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,395 | $2,021+18.6% | $3,587-33.2% | $2,203+8.8% |
| Participant deferral / active EE | $3,064 | $3,143-2.5% | $4,320-29.1% | $3,192-4.0% |
| Admin fee / account holder | $11,531 | $4,264+170.4% | $6,269+83.9% | $4,297+168.4% |