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 | $166,242 | $71,883+131.3% | $86,677+91.8% | $68,494+142.7% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -12.88% | 3.52%-16.4pp | 35.91%-48.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $8,537 | $2,173+292.9% | $2,836+201.0% | $2,596+228.8% |
| Participant deferral / active EE | $2,122 | $3,779-43.8% | $4,656-54.4% | $4,027-47.3% |
| Admin fee / account holder | $30,481 | $6,112+398.7% | $7,493+306.8% | $5,403+464.2% |