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 | $179,727 | $45,863+291.9% | $77,024+133.3% | $68,494+162.4% |
| Participation rate | 87.3% | 55.9%+31.4pp | 67.9%+19.4pp | 67.9%+19.4pp |
| Annual return | -15.17% | 1.72%-16.9pp | 42.32%-57.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,668 | $1,650+122.3% | $2,812+30.4% | $2,596+41.3% |
| Participant deferral / active EE | $8,486 | $2,962+186.5% | $4,426+91.7% | $4,027+110.7% |
| Admin fee / account holder | $9,672 | $3,041+218.1% | $5,425+78.3% | $5,403+79.0% |