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 | $164,472 | $42,894+283.4% | $60,874+170.2% | $68,494+140.1% |
| Participation rate | 94.1% | 66.8%+27.3pp | 73.1%+21.0pp | 67.9%+26.2pp |
| Annual return | -14.49% | -13.98%-0.5pp | 16.90%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $8,471 | $1,978+328.2% | $2,701+213.6% | $2,596+226.3% |
| Participant deferral / active EE | $7,412 | $2,867+158.5% | $3,817+94.2% | $4,027+84.0% |
| Admin fee / account holder | $11,058 | $3,101+256.6% | $3,224+243.0% | $5,403+104.7% |