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 | $138,479 | $72,177+91.9% | $115,037+20.4% | $59,632+132.2% |
| Participation rate | 94.9% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | -0.17% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $6,967 | $2,841+145.2% | $4,608+51.2% | $2,203+216.3% |
| Participant deferral / active EE | $4,228 | $4,783-11.6% | $6,026-29.9% | $3,192+32.5% |
| Admin fee / account holder | $13,269 | $4,927+169.3% | $8,175+62.3% | $4,297+208.8% |