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 | $80,262 | $72,177+11.2% | $115,037-30.2% | $59,632+34.6% |
| Participation rate | 97.4% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | -1.47% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $5,203 | $2,841+83.1% | $4,608+12.9% | $2,203+136.2% |
| Participant deferral / active EE | $2,141 | $4,783-55.2% | $6,026-64.5% | $3,192-32.9% |
| Admin fee / account holder | $3,861 | $4,927-21.6% | $8,175-52.8% | $4,297-10.1% |