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 | $156,966 | $72,177+117.5% | $115,037+36.4% | $59,632+163.2% |
| Participation rate | 94.1% | 72.6%+21.6pp | 81.4%+12.8pp | 68.7%+25.4pp |
| Annual return | 1.03% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $3,845 | $2,841+35.3% | $4,608-16.6% | $2,203+74.6% |
| Participant deferral / active EE | $5,904 | $4,783+23.4% | $6,026-2.0% | $3,192+85.0% |
| Admin fee / account holder | $9,828 | $4,927+99.5% | $8,175+20.2% | $4,297+128.7% |