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 | $181,460 | $59,805+203.4% | $79,550+128.1% | $68,494+164.9% |
| Participation rate | 78.9% | 61.1%+17.9pp | 69.5%+9.5pp | 67.9%+11.1pp |
| Annual return | -13.45% | -12.30%-1.2pp | 0.16%-13.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,014 | $1,505-32.6% | $2,413-58.0% | $2,596-60.9% |
| Participant deferral / active EE | $7,123 | $3,024+135.5% | $3,985+78.7% | $4,027+76.9% |
| Admin fee / account holder | $10,129 | $4,835+109.5% | $6,832+48.2% | $5,403+87.5% |