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 | $107,873 | $45,863+135.2% | $77,024+40.1% | $68,494+57.5% |
| Participation rate | 80.6% | 55.9%+24.7pp | 67.9%+12.7pp | 67.9%+12.8pp |
| Annual return | -17.71% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,109 | $1,650+27.9% | $2,812-25.0% | $2,596-18.8% |
| Participant deferral / active EE | $4,727 | $2,962+59.6% | $4,426+6.8% | $4,027+17.4% |
| Admin fee / account holder | $9,266 | $3,041+204.7% | $5,425+70.8% | $5,403+71.5% |