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 | $169,943 | $59,805+184.2% | $79,550+113.6% | $68,494+148.1% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -14.81% | -12.30%-2.5pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,175 | $1,505+177.4% | $2,413+73.0% | $2,596+60.8% |
| Participant deferral / active EE | $8,220 | $3,024+171.8% | $3,985+106.3% | $4,027+104.1% |
| Admin fee / account holder | $31,833 | $4,835+558.4% | $6,832+365.9% | $5,403+489.2% |