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 | $139,238 | $54,229+156.8% | $70,092+98.7% | $68,494+103.3% |
| Participation rate | 92.3% | 64.5%+27.8pp | 70.5%+21.8pp | 67.9%+24.4pp |
| Annual return | 5.09% | -13.87%+19.0pp | 190.73%-185.6pp | -7.84%+12.9pp |
| Employer contribution / active EE | $4,285 | $2,018+112.3% | $2,559+67.4% | $2,596+65.0% |
| Participant deferral / active EE | $4,205 | $2,956+42.3% | $3,849+9.3% | $4,027+4.4% |
| Admin fee / account holder | $5,524 | $4,694+17.7% | $6,267-11.8% | $5,403+2.3% |