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 | $238,878 | $64,707+269.2% | $112,228+112.9% | $68,494+248.8% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.1%+6.0pp | 67.9%+13.2pp |
| Annual return | 5.50% | -11.40%+16.9pp | 27.45%-21.9pp | -7.84%+13.3pp |
| Employer contribution / active EE | $4,117 | $2,746+49.9% | $3,635+13.3% | $2,596+58.6% |
| Participant deferral / active EE | $7,539 | $3,565+111.5% | $4,728+59.5% | $4,027+87.2% |
| Admin fee / account holder | $4,042 | $5,232-22.7% | $6,410-36.9% | $5,403-25.2% |