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 | $203,233 | $45,863+343.1% | $77,024+163.9% | $68,494+196.7% |
| Participation rate | 84.0% | 55.9%+28.0pp | 67.9%+16.0pp | 67.9%+16.1pp |
| Annual return | -19.32% | 1.72%-21.0pp | 42.32%-61.6pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,335 | $1,650+102.2% | $2,812+18.6% | $2,596+28.4% |
| Participant deferral / active EE | $9,320 | $2,962+214.6% | $4,426+110.6% | $4,027+131.4% |
| Admin fee / account holder | $37,200 | $3,041+1123.4% | $5,425+585.7% | $5,403+588.5% |