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 | $125,201 | $57,354+118.3% | $83,848+49.3% | $64,186+95.1% |
| Participation rate | 78.1% | 68.6%+9.5pp | 76.1%+2.0pp | 69.6%+8.6pp |
| Annual return | -4.27% | 11.38%-15.7pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,272 | $2,545-50.0% | $3,631-65.0% | $2,381-46.6% |
| Participant deferral / active EE | $3,561 | $2,993+19.0% | $4,082-12.8% | $3,470+2.6% |
| Admin fee / account holder | $1,275 | $4,046-68.5% | $5,478-76.7% | $4,888-73.9% |