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 | $163,783 | $72,177+126.9% | $115,037+42.4% | $59,632+174.7% |
| Participation rate | 95.4% | 72.6%+22.8pp | 81.4%+14.0pp | 68.7%+26.7pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,241 | $2,841-21.1% | $4,608-51.4% | $2,203+1.7% |
| Participant deferral / active EE | $9,268 | $4,783+93.8% | $6,026+53.8% | $3,192+190.4% |
| Admin fee / account holder | $4,226 | $4,927-14.2% | $8,175-48.3% | $4,297-1.7% |