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 | $222,906 | $93,024+139.6% | $77,024+189.4% | $134,475+65.8% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+25.0pp | 81.2%+11.6pp |
| Annual return | -13.98% | 62.60%-76.6pp | 42.32%-56.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,772 | $3,418+39.6% | $2,812+69.7% | $4,740+0.7% |
| Participant deferral / active EE | $9,734 | $5,238+85.8% | $4,426+119.9% | $6,400+52.1% |
| Admin fee / account holder | $12,106 | $6,944+74.3% | $5,425+123.1% | $11,426+6.0% |