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 | $161,565 | $49,177+228.5% | $79,464+103.3% | $64,186+151.7% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | -3.90% | -1.16%-2.7pp | 718.14%-722.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,170 | $2,076-43.7% | $2,800-58.2% | $2,381-50.9% |
| Participant deferral / active EE | $5,022 | $2,821+78.0% | $3,704+35.6% | $3,470+44.8% |
| Admin fee / account holder | $9,520 | $3,839+148.0% | $5,113+86.2% | $4,888+94.8% |