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 | $142,017 | $72,177+96.8% | $115,037+23.5% | $59,632+138.2% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | 1.13% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $3,918 | $2,841+37.9% | $4,608-15.0% | $2,203+77.9% |
| Participant deferral / active EE | $4,558 | $4,783-4.7% | $6,026-24.4% | $3,192+42.8% |
| Admin fee / account holder | $2,140 | $4,927-56.6% | $8,175-73.8% | $4,297-50.2% |