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 | $146,464 | $57,354+155.4% | $83,848+74.7% | $64,186+128.2% |
| Participation rate | 88.7% | 68.6%+20.1pp | 76.1%+12.6pp | 69.6%+19.1pp |
| Annual return | -4.51% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,161 | $2,545-54.4% | $3,631-68.0% | $2,381-51.2% |
| Participant deferral / active EE | $3,375 | $2,993+12.7% | $4,082-17.3% | $3,470-2.7% |
| Admin fee / account holder | $1,070 | $4,046-73.6% | $5,478-80.5% | $4,888-78.1% |