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 | $106,547 | $72,177+47.6% | $115,037-7.4% | $59,632+78.7% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | -1.82% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,201 | $2,841-57.7% | $4,608-73.9% | $2,203-45.5% |
| Participant deferral / active EE | $6,102 | $4,783+27.6% | $6,026+1.3% | $3,192+91.2% |
| Admin fee / account holder | $406 | $4,927-91.8% | $8,175-95.0% | $4,297-90.5% |