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 | $138,913 | $57,354+142.2% | $83,848+65.7% | $64,186+116.4% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.2pp | 69.6%+27.8pp |
| Annual return | 0.07% | 11.38%-11.3pp | 850.88%-850.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,124 | $2,545-16.6% | $3,631-41.5% | $2,381-10.8% |
| Participant deferral / active EE | $5,678 | $2,993+89.7% | $4,082+39.1% | $3,470+63.6% |
| Admin fee / account holder | $16,513 | $4,046+308.2% | $5,478+201.4% | $4,888+237.8% |