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 | $219,740 | $59,107+271.8% | $86,436+154.2% | $68,494+220.8% |
| Participation rate | 97.8% | 75.2%+22.5pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -11.17% | -0.23%-10.9pp | 4394.89%-4406.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,503 | $2,519-0.6% | $3,769-33.6% | $2,596-3.6% |
| Participant deferral / active EE | $5,171 | $5,901-12.4% | $6,952-25.6% | $4,027+28.4% |
| Admin fee / account holder | $7,477 | $5,637+32.6% | $6,731+11.1% | $5,403+38.4% |