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 | $129,751 | $58,577+121.5% | $83,333+55.7% | $64,186+102.2% |
| Participation rate | 84.4% | 72.0%+12.3pp | 77.8%+6.6pp | 69.6%+14.8pp |
| Annual return | -7.41% | 9.65%-17.1pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $613 | $2,098-70.8% | $3,379-81.9% | $2,381-74.3% |
| Participant deferral / active EE | $7,141 | $4,654+53.4% | $5,565+28.3% | $3,470+105.8% |
| Admin fee / account holder | $3,732 | $9,275-59.8% | $7,510-50.3% | $4,888-23.6% |