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 | $161,851 | $50,958+217.6% | $74,550+117.1% | $64,186+152.2% |
| Participation rate | 90.1% | 61.1%+29.1pp | 69.1%+21.0pp | 69.6%+20.6pp |
| Annual return | -6.66% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,872 | $1,115+157.5% | $1,961+46.4% | $2,381+20.6% |
| Participant deferral / active EE | $2,088 | $2,301-9.3% | $3,108-32.8% | $3,470-39.8% |
| Admin fee / account holder | $9,297 | $4,223+120.2% | $5,060+83.7% | $4,888+90.2% |