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 | $162,296 | $49,177+230.0% | $79,464+104.2% | $64,186+152.9% |
| Participation rate | 78.1% | 65.0%+13.1pp | 73.3%+4.7pp | 69.6%+8.5pp |
| Annual return | -2.40% | -1.16%-1.2pp | 718.14%-720.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,822 | $2,076-12.3% | $2,800-34.9% | $2,381-23.5% |
| Participant deferral / active EE | $6,179 | $2,821+119.0% | $3,704+66.8% | $3,470+78.1% |
| Admin fee / account holder | $11,221 | $3,839+192.3% | $5,113+119.5% | $4,888+129.6% |