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 | $143,545 | $62,586+129.4% | $76,768+87.0% | $64,186+123.6% |
| Participation rate | 96.7% | 72.8%+23.9pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -3.82% | -1.95%-1.9pp | 2.43%-6.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,574 | $1,832-14.1% | $2,485-36.7% | $2,381-33.9% |
| Participant deferral / active EE | $4,988 | $3,145+58.6% | $3,852+29.5% | $3,470+43.8% |
| Admin fee / account holder | $1,730 | $4,667-62.9% | $6,675-74.1% | $4,888-64.6% |