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 | $118,113 | $42,894+175.4% | $60,874+94.0% | $68,494+72.4% |
| Participation rate | 94.7% | 66.8%+27.9pp | 73.1%+21.6pp | 67.9%+26.8pp |
| Annual return | -13.76% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,171 | $1,978+60.3% | $2,701+17.4% | $2,596+22.1% |
| Participant deferral / active EE | $5,626 | $2,867+96.2% | $3,817+47.4% | $4,027+39.7% |
| Admin fee / account holder | $11,796 | $3,101+280.4% | $3,224+265.9% | $5,403+118.3% |