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 | $210,948 | $90,590+132.9% | $90,782+132.4% | $135,375+55.8% |
| Participation rate | 95.2% | 83.7%+11.5pp | 82.7%+12.6pp | 82.6%+12.6pp |
| Annual return | -4.12% | -3.40%-0.7pp | -3.42%-0.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $7,294 | $4,352+67.6% | $4,105+77.7% | $4,779+52.6% |
| Participant deferral / active EE | $9,500 | $5,407+75.7% | $5,366+77.1% | $5,609+69.4% |
| Admin fee / account holder | $16,774 | $7,683+118.3% | $5,908+183.9% | $10,827+54.9% |