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 | $215,852 | $77,813+177.4% | $123,544+74.7% | $64,186+236.3% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.2pp |
| Annual return | -4.64% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,136 | $3,014-29.1% | $4,628-53.8% | $2,381-10.3% |
| Participant deferral / active EE | $7,498 | $5,240+43.1% | $6,426+16.7% | $3,470+116.1% |
| Admin fee / account holder | $6,825 | $5,519+23.7% | $9,284-26.5% | $4,888+39.6% |