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 | $159,693 | $57,354+178.4% | $83,848+90.5% | $64,186+148.8% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -6.13% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,170 | $2,545-54.0% | $3,631-67.8% | $2,381-50.9% |
| Participant deferral / active EE | $7,343 | $2,993+145.3% | $4,082+79.9% | $3,470+111.6% |
| Admin fee / account holder | $1,008 | $4,046-75.1% | $5,478-81.6% | $4,888-79.4% |