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 | $141,708 | $43,723+224.1% | $121,196+16.9% | $64,186+120.8% |
| Participation rate | 97.8% | 58.3%+39.5pp | 71.7%+26.1pp | 69.6%+28.3pp |
| Annual return | -7.30% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,960 | $1,296+128.3% | $4,022-26.4% | $2,381+24.3% |
| Participant deferral / active EE | $7,220 | $2,280+216.7% | $3,344+115.9% | $3,470+108.1% |
| Admin fee / account holder | $924 | $3,501-73.6% | $5,019-81.6% | $4,888-81.1% |