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 | $138,714 | $72,177+92.2% | $115,037+20.6% | $59,632+132.6% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | 0.71% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $5,151 | $2,841+81.3% | $4,608+11.8% | $2,203+133.8% |
| Participant deferral / active EE | $6,399 | $4,783+33.8% | $6,026+6.2% | $3,192+100.5% |
| Admin fee / account holder | $18,644 | $4,927+278.4% | $8,175+128.1% | $4,297+333.9% |