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 | $132,645 | $56,357+135.4% | $104,294+27.2% | $68,494+93.7% |
| Participation rate | 91.2% | 63.3%+27.9pp | 73.3%+17.9pp | 67.9%+23.3pp |
| Annual return | -13.62% | -9.19%-4.4pp | 24.61%-38.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,569 | $1,960+82.1% | $3,372+5.9% | $2,596+37.5% |
| Participant deferral / active EE | $5,384 | $3,077+75.0% | $4,625+16.4% | $4,027+33.7% |
| Admin fee / account holder | $20,181 | $4,903+311.7% | $7,339+175.0% | $5,403+273.5% |