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 | $150,176 | $58,577+156.4% | $83,333+80.2% | $64,186+134.0% |
| Participation rate | 93.9% | 72.0%+21.9pp | 77.8%+16.2pp | 69.6%+24.4pp |
| Annual return | -6.02% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $959 | $2,098-54.3% | $3,379-71.6% | $2,381-59.7% |
| Participant deferral / active EE | $7,037 | $4,654+51.2% | $5,565+26.5% | $3,470+102.8% |
| Admin fee / account holder | $14,154 | $9,275+52.6% | $7,510+88.5% | $4,888+189.6% |