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 | $156,254 | $64,707+141.5% | $112,228+39.2% | $68,494+128.1% |
| Participation rate | 90.3% | 67.2%+23.2pp | 75.1%+15.3pp | 67.9%+22.4pp |
| Annual return | -18.28% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $6,862 | $2,746+149.9% | $3,635+88.8% | $2,596+164.3% |
| Participant deferral / active EE | $4,307 | $3,565+20.8% | $4,728-8.9% | $4,027+6.9% |
| Admin fee / account holder | $12,925 | $5,232+147.0% | $6,410+101.6% | $5,403+139.2% |