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 | $185,944 | $73,867+151.7% | $143,757+29.3% | $68,494+171.5% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -15.79% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $9,271 | $3,184+191.1% | $4,951+87.2% | $2,596+257.1% |
| Participant deferral / active EE | $9,300 | $3,384+174.8% | $5,637+65.0% | $4,027+130.9% |
| Admin fee / account holder | $7,140 | $5,755+24.1% | $14,673-51.3% | $5,403+32.2% |