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 | $122,899 | $50,958+141.2% | $74,550+64.9% | $64,186+91.5% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | -5.32% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,303 | $1,115+106.5% | $1,961+17.5% | $2,381-3.3% |
| Participant deferral / active EE | $7,847 | $2,301+241.0% | $3,108+152.5% | $3,470+126.2% |
| Admin fee / account holder | $16,042 | $4,223+279.9% | $5,060+217.1% | $4,888+228.2% |