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 | $186,606 | $77,813+139.8% | $123,544+51.0% | $64,186+190.7% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | -4.36% | 12.48%-16.8pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $801 | $3,014-73.4% | $4,628-82.7% | $2,381-66.4% |
| Participant deferral / active EE | $7,769 | $5,240+48.3% | $6,426+20.9% | $3,470+123.9% |
| Admin fee / account holder | $29,558 | $5,519+435.6% | $9,284+218.4% | $4,888+504.7% |