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 | $153,606 | $77,813+97.4% | $123,544+24.3% | $64,186+139.3% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.3%+2.7pp | 69.6%+15.4pp |
| Annual return | -0.82% | 12.48%-13.3pp | 119.20%-120.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,317 | $3,014-23.1% | $4,628-49.9% | $2,381-2.7% |
| Participant deferral / active EE | $4,750 | $5,240-9.4% | $6,426-26.1% | $3,470+36.9% |
| Admin fee / account holder | $8,361 | $5,519+51.5% | $9,284-9.9% | $4,888+71.1% |