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 | $132,339 | $54,229+144.0% | $70,092+88.8% | $68,494+93.2% |
| Participation rate | 97.2% | 64.5%+32.7pp | 70.5%+26.7pp | 67.9%+29.3pp |
| Annual return | -16.05% | -13.87%-2.2pp | 190.73%-206.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,692 | $2,018+132.5% | $2,559+83.4% | $2,596+80.7% |
| Participant deferral / active EE | $6,696 | $2,956+126.5% | $3,849+74.0% | $4,027+66.3% |
| Admin fee / account holder | $7,899 | $4,694+68.3% | $6,267+26.0% | $5,403+46.2% |