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 | $161,388 | $127,100+27.0% | $105,738+52.6% | $135,375+19.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.90% | 4.49%-9.4pp | 6.27%-11.2pp | 519.73%-524.6pp |
| Employer contribution / active EE | $8,729 | $4,107+112.5% | $3,268+167.1% | $4,779+82.7% |
| Participant deferral / active EE | $10,931 | $5,064+115.8% | $4,080+167.9% | $5,609+94.9% |
| Admin fee / account holder | $7,806 | $9,087-14.1% | $6,913+12.9% | $10,827-27.9% |