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 | $210,014 | $97,044+116.4% | $83,333+152.0% | $135,375+55.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.22% | 12.31%-18.5pp | 10.63%-16.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,787 | $4,143-56.9% | $3,379-47.1% | $4,779-62.6% |
| Participant deferral / active EE | $10,142 | $5,964+70.0% | $5,565+82.2% | $5,609+80.8% |
| Admin fee / account holder | $4,452 | $8,380-46.9% | $7,510-40.7% | $10,827-58.9% |