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 | $201,736 | $72,404+178.6% | $110,238+83.0% | $64,186+214.3% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | -5.72% | -6.29%+0.6pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,578 | $2,282-30.9% | $3,826-58.8% | $2,381-33.7% |
| Participant deferral / active EE | $9,769 | $3,469+181.6% | $4,672+109.1% | $3,470+181.6% |
| Admin fee / account holder | $611 | $5,664-89.2% | $8,547-92.9% | $4,888-87.5% |