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 | $189,358 | $59,805+216.6% | $79,550+138.0% | $68,494+176.5% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.5%+11.9pp | 67.9%+13.5pp |
| Annual return | 12.09% | -12.30%+24.4pp | 0.16%+11.9pp | -7.84%+19.9pp |
| Employer contribution / active EE | $4,021 | $1,505+167.2% | $2,413+66.6% | $2,596+54.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,051 | $4,835+87.2% | $6,832+32.5% | $5,403+67.5% |