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 | $137,360 | $59,805+129.7% | $79,550+72.7% | $68,494+100.5% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -14.64% | -12.30%-2.3pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,850 | $1,505+155.8% | $2,413+59.6% | $2,596+48.3% |
| Participant deferral / active EE | $6,776 | $3,024+124.1% | $3,985+70.0% | $4,027+68.3% |
| Admin fee / account holder | $9,428 | $4,835+95.0% | $6,832+38.0% | $5,403+74.5% |