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 | $209,152 | $61,660+239.2% | $80,019+161.4% | $64,186+225.9% |
| Participation rate | 83.9% | 71.7%+12.2pp | 75.8%+8.0pp | 69.6%+14.3pp |
| Annual return | -0.94% | -0.33%-0.6pp | 11.22%-12.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,691 | $1,810+48.6% | $2,468+9.0% | $2,381+13.0% |
| Participant deferral / active EE | $6,611 | $2,968+122.8% | $3,686+79.4% | $3,470+90.5% |
| Admin fee / account holder | $12,717 | $5,417+134.8% | $6,521+95.0% | $4,888+160.2% |