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 | $127,868 | $82,032+55.9% | $123,104+3.9% | $59,632+114.4% |
| Participation rate | 96.9% | 83.2%+13.7pp | 86.8%+10.1pp | 68.7%+28.2pp |
| Annual return | -0.68% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $8,486 | $3,297+157.4% | $5,151+64.7% | $2,203+285.3% |
| Participant deferral / active EE | $13,771 | $4,667+195.1% | $6,230+121.1% | $3,192+331.5% |
| Admin fee / account holder | $14,542 | $5,881+147.3% | $9,015+61.3% | $4,297+238.4% |