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 | $212,320 | $45,863+362.9% | $77,024+175.7% | $68,494+210.0% |
| Participation rate | 92.6% | 55.9%+36.7pp | 67.9%+24.7pp | 67.9%+24.7pp |
| Annual return | -19.35% | 1.72%-21.1pp | 42.32%-61.7pp | -7.84%-11.5pp |
| Employer contribution / active EE | $7,231 | $1,650+338.3% | $2,812+157.1% | $2,596+178.5% |
| Participant deferral / active EE | $4,919 | $2,962+66.1% | $4,426+11.1% | $4,027+22.1% |
| Admin fee / account holder | $27,606 | $3,041+807.9% | $5,425+408.8% | $5,403+411.0% |