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 | $126,700 | $94,529+34.0% | $140,016-9.5% | $64,186+97.4% |
| Participation rate | 95.3% | 84.1%+11.2pp | 87.5%+7.8pp | 69.6%+25.7pp |
| Annual return | -2.97% | 7.77%-10.7pp | 651.12%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,164 | $3,812-43.2% | $5,606-61.4% | $2,381-9.1% |
| Participant deferral / active EE | $4,272 | $5,250-18.6% | $6,927-38.3% | $3,470+23.1% |
| Admin fee / account holder | $1,371 | $6,741-79.7% | $10,705-87.2% | $4,888-71.9% |