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 | $125,937 | $54,229+132.2% | $70,092+79.7% | $68,494+83.9% |
| Participation rate | 98.7% | 64.5%+34.2pp | 70.5%+28.2pp | 67.9%+30.8pp |
| Annual return | -17.42% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,267 | $2,018+61.9% | $2,559+27.7% | $2,596+25.8% |
| Participant deferral / active EE | $6,664 | $2,956+125.5% | $3,849+73.1% | $4,027+65.5% |
| Admin fee / account holder | $9,925 | $4,694+111.4% | $6,267+58.4% | $5,403+83.7% |