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 | $168,822 | $81,900+106.1% | $119,609+41.1% | $68,494+146.5% |
| Participation rate | 95.3% | 71.9%+23.4pp | 79.3%+16.1pp | 67.9%+27.4pp |
| Annual return | 1.71% | -23.82%+25.5pp | -14.97%+16.7pp | -7.84%+9.6pp |
| Employer contribution / active EE | $8,555 | $2,693+217.6% | $4,232+102.2% | $2,596+229.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,471 | $6,582-1.7% | $10,323-37.3% | $5,403+19.8% |