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 | $136,515 | $45,863+197.7% | $77,024+77.2% | $68,494+99.3% |
| Participation rate | 85.7% | 55.9%+29.8pp | 67.9%+17.8pp | 67.9%+17.8pp |
| Annual return | -14.79% | 1.72%-16.5pp | 42.32%-57.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,810 | $1,650+131.0% | $2,812+35.5% | $2,596+46.7% |
| Participant deferral / active EE | $6,970 | $2,962+135.3% | $4,426+57.5% | $4,027+73.1% |
| Admin fee / account holder | $35,609 | $3,041+1071.1% | $5,425+556.3% | $5,403+559.1% |