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 | $178,667 | $72,177+147.5% | $115,037+55.3% | $59,632+199.6% |
| Participation rate | 90.8% | 72.6%+18.2pp | 81.4%+9.4pp | 68.7%+22.1pp |
| Annual return | -0.29% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,578 | $4,783+79.3% | $6,026+42.3% | $3,192+168.8% |
| Admin fee / account holder | $25,945 | $4,927+426.6% | $8,175+217.4% | $4,297+503.8% |