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 | $186,923 | $59,805+212.6% | $79,550+135.0% | $68,494+172.9% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.5%+20.2pp | 67.9%+21.8pp |
| Annual return | -13.16% | -12.30%-0.9pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,712 | $1,505+13.7% | $2,413-29.1% | $2,596-34.1% |
| Participant deferral / active EE | $5,182 | $3,024+71.3% | $3,985+30.0% | $4,027+28.7% |
| Admin fee / account holder | $1,918 | $4,835-60.3% | $6,832-71.9% | $5,403-64.5% |