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 | $148,812 | $56,484+163.5% | $169,463-12.2% | $64,186+131.8% |
| Participation rate | 96.8% | 64.5%+32.2pp | 77.8%+19.0pp | 69.6%+27.2pp |
| Annual return | -4.11% | -1.55%-2.6pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,461 | $1,832+143.4% | $4,159+7.3% | $2,381+87.4% |
| Participant deferral / active EE | $13,003 | $3,448+277.1% | $5,277+146.4% | $3,470+274.8% |
| Admin fee / account holder | $16,956 | $4,174+306.2% | $9,109+86.1% | $4,888+246.9% |