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 | $170,847 | $50,958+235.3% | $74,550+129.2% | $64,186+166.2% |
| Participation rate | 93.4% | 61.1%+32.4pp | 69.1%+24.3pp | 69.6%+23.9pp |
| Annual return | -5.67% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,581 | $1,115+131.4% | $1,961+31.6% | $2,381+8.4% |
| Participant deferral / active EE | $6,646 | $2,301+188.8% | $3,108+113.8% | $3,470+91.5% |
| Admin fee / account holder | $5,918 | $4,223+40.1% | $5,060+17.0% | $4,888+21.1% |