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 | $124,901 | $54,229+130.3% | $70,092+78.2% | $68,494+82.4% |
| Participation rate | 77.8% | 64.5%+13.3pp | 70.5%+7.3pp | 67.9%+9.9pp |
| Annual return | -17.90% | -13.87%-4.0pp | 190.73%-208.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,471 | $2,018-27.1% | $2,559-42.5% | $2,596-43.3% |
| Participant deferral / active EE | $4,908 | $2,956+66.1% | $3,849+27.5% | $4,027+21.9% |
| Admin fee / account holder | $1,521 | $4,694-67.6% | $6,267-75.7% | $5,403-71.9% |