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 4-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 | $113,439 | $72,177+57.2% | $115,037-1.4% | $59,632+90.2% |
| Participation rate | 86.2% | 72.6%+13.7pp | 81.4%+4.8pp | 68.7%+17.5pp |
| Annual return | -1.23% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,483 | $2,841-47.8% | $4,608-67.8% | $2,203-32.7% |
| Participant deferral / active EE | $9,965 | $4,783+108.4% | $6,026+65.4% | $3,192+212.2% |
| Admin fee / account holder | $15,947 | $4,927+223.7% | $8,175+95.1% | $4,297+271.1% |