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 | $108,453 | $57,354+89.1% | $83,848+29.3% | $64,186+69.0% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.4pp | 69.6%+24.0pp |
| Annual return | -4.63% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,613 | $2,545-36.6% | $3,631-55.6% | $2,381-32.3% |
| Participant deferral / active EE | $9,321 | $2,993+211.4% | $4,082+128.4% | $3,470+168.7% |
| Admin fee / account holder | $8,055 | $4,046+99.1% | $5,478+47.0% | $4,888+64.8% |