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 | $235,863 | $72,404+225.8% | $110,238+114.0% | $64,186+267.5% |
| Participation rate | 94.3% | 73.3%+21.0pp | 79.8%+14.5pp | 69.6%+24.8pp |
| Annual return | -1.51% | -6.29%+4.8pp | 314.74%-316.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $5,155 | $2,282+125.9% | $3,826+34.7% | $2,381+116.5% |
| Participant deferral / active EE | $3,013 | $3,469-13.1% | $4,672-35.5% | $3,470-13.2% |
| Admin fee / account holder | $19,464 | $5,664+243.6% | $8,547+127.7% | $4,888+298.2% |