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 | $123,234 | $45,863+168.7% | $77,024+60.0% | $68,494+79.9% |
| Participation rate | 72.4% | 55.9%+16.5pp | 67.9%+4.5pp | 67.9%+4.5pp |
| Annual return | -17.38% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $559 | $1,650-66.1% | $2,812-80.1% | $2,596-78.5% |
| Participant deferral / active EE | $5,732 | $2,962+93.5% | $4,426+29.5% | $4,027+42.3% |
| Admin fee / account holder | $3,442 | $3,041+13.2% | $5,425-36.6% | $5,403-36.3% |