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 | $130,393 | $50,958+155.9% | $74,550+74.9% | $64,186+103.2% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.1%+27.8pp | 69.6%+27.4pp |
| Annual return | -3.13% | -1.86%-1.3pp | 32.53%-35.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,602 | $1,115+43.6% | $1,961-18.3% | $2,381-32.7% |
| Participant deferral / active EE | $4,342 | $2,301+88.7% | $3,108+39.7% | $3,470+25.1% |
| Admin fee / account holder | $12,451 | $4,223+194.9% | $5,060+146.1% | $4,888+154.7% |