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 | $80,044 | $52,681+51.9% | $75,781+5.6% | $59,632+34.2% |
| Participation rate | 90.4% | 67.2%+23.2pp | 75.8%+14.6pp | 68.7%+21.7pp |
| Annual return | -1.59% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $7,523 | $2,193+243.0% | $3,323+126.4% | $2,203+241.5% |
| Participant deferral / active EE | $2,217 | $2,591-14.4% | $3,651-39.3% | $3,192-30.5% |
| Admin fee / account holder | $2,151 | $3,610-40.4% | $5,299-59.4% | $4,297-49.9% |