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 | $120,903 | $45,863+163.6% | $77,024+57.0% | $68,494+76.5% |
| Participation rate | 87.9% | 55.9%+32.0pp | 67.9%+20.0pp | 67.9%+20.0pp |
| Annual return | -14.33% | 1.72%-16.1pp | 42.32%-56.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,202 | $1,650+215.4% | $2,812+85.0% | $2,596+100.4% |
| Participant deferral / active EE | $12,806 | $2,962+332.3% | $4,426+189.3% | $4,027+218.0% |
| Admin fee / account holder | $43,242 | $3,041+1322.1% | $5,425+697.0% | $5,403+700.4% |