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 | $142,496 | $59,805+138.3% | $79,550+79.1% | $68,494+108.0% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -15.89% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $8,092 | $1,505+437.7% | $2,413+235.4% | $2,596+211.7% |
| Participant deferral / active EE | $5,083 | $3,024+68.1% | $3,985+27.5% | $4,027+26.2% |
| Admin fee / account holder | $9,765 | $4,835+102.0% | $6,832+42.9% | $5,403+80.7% |