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 | $228,089 | $56,484+303.8% | $169,463+34.6% | $64,186+255.4% |
| Participation rate | 96.8% | 64.5%+32.2pp | 77.8%+19.0pp | 69.6%+27.2pp |
| Annual return | -1.33% | -1.55%+0.2pp | 1.83%-3.2pp | 7.63%-9.0pp |
| Employer contribution / active EE | $10,186 | $1,832+455.9% | $4,159+144.9% | $2,381+327.8% |
| Participant deferral / active EE | $13,249 | $3,448+284.3% | $5,277+151.1% | $3,470+281.9% |
| Admin fee / account holder | $10,330 | $4,174+147.5% | $9,109+13.4% | $4,888+111.3% |