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 | $111,457 | $65,703+69.6% | $94,224+18.3% | $59,632+86.9% |
| Participation rate | 90.9% | 72.1%+18.8pp | 78.8%+12.1pp | 68.7%+22.2pp |
| Annual return | -2.33% | 5.22%-7.6pp | 10.68%-13.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $4,539 | $2,021+124.6% | $3,587+26.5% | $2,203+106.1% |
| Participant deferral / active EE | $5,427 | $3,143+72.7% | $4,320+25.6% | $3,192+70.0% |
| Admin fee / account holder | $3,161 | $4,264-25.9% | $6,269-49.6% | $4,297-26.4% |