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 | $161,070 | $57,354+180.8% | $83,848+92.1% | $64,186+150.9% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | -5.42% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,482 | $2,545-41.8% | $3,631-59.2% | $2,381-37.8% |
| Participant deferral / active EE | $6,110 | $2,993+104.1% | $4,082+49.7% | $3,470+76.1% |
| Admin fee / account holder | $1,948 | $4,046-51.9% | $5,478-64.4% | $4,888-60.2% |