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 | $164,065 | $50,958+222.0% | $74,550+120.1% | $64,186+155.6% |
| Participation rate | 85.4% | 61.1%+24.4pp | 69.1%+16.3pp | 69.6%+15.8pp |
| Annual return | -5.09% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,694 | $1,115+51.8% | $1,961-13.6% | $2,381-28.9% |
| Participant deferral / active EE | $5,331 | $2,301+131.6% | $3,108+71.5% | $3,470+53.6% |
| Admin fee / account holder | $10,784 | $4,223+155.4% | $5,060+113.2% | $4,888+120.6% |