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 | $185,842 | $79,633+133.4% | $93,789+98.2% | $68,494+171.3% |
| Participation rate | 97.7% | 75.4%+22.3pp | 81.0%+16.7pp | 67.9%+29.8pp |
| Annual return | -14.33% | -0.10%-14.2pp | -11.33%-3.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,506 | $3,665+50.2% | $4,323+27.4% | $2,596+112.1% |
| Participant deferral / active EE | $8,270 | $5,158+60.4% | $6,094+35.7% | $4,027+105.4% |
| Admin fee / account holder | $62,014 | $6,871+802.5% | $7,195+761.9% | $5,403+1047.8% |