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 | $126,230 | $54,350+132.3% | $82,719+52.6% | $68,494+84.3% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.2pp | 67.9%+24.8pp |
| Annual return | -18.59% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $871 | $2,218-60.7% | $3,009-71.0% | $2,596-66.4% |
| Participant deferral / active EE | $8,286 | $3,246+155.3% | $4,395+88.5% | $4,027+105.7% |
| Admin fee / account holder | $10,474 | $4,395+138.3% | $5,329+96.5% | $5,403+93.9% |