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 | $248,990 | $77,813+220.0% | $123,544+101.5% | $64,186+287.9% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.3%+11.7pp | 69.6%+24.4pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,331 | $5,240+20.8% | $6,426-1.5% | $3,470+82.5% |
| Admin fee / account holder | $5,253 | $5,519-4.8% | $9,284-43.4% | $4,888+7.5% |