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 | $165,651 | $50,958+225.1% | $74,550+122.2% | $64,186+158.1% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.1%+20.0pp | 69.6%+19.6pp |
| Annual return | -5.29% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,505 | $1,115+214.3% | $1,961+78.7% | $2,381+47.2% |
| Participant deferral / active EE | $7,286 | $2,301+216.6% | $3,108+134.4% | $3,470+110.0% |
| Admin fee / account holder | $2,675 | $4,223-36.7% | $5,060-47.1% | $4,888-45.3% |