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 | $181,022 | $64,707+179.8% | $112,228+61.3% | $68,494+164.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 2.15% | -11.40%+13.6pp | 27.45%-25.3pp | -7.84%+10.0pp |
| Employer contribution / active EE | $16,543 | $2,746+502.5% | $3,635+355.1% | $2,596+537.2% |
| Participant deferral / active EE | $7,818 | $3,565+119.3% | $4,728+65.4% | $4,027+94.1% |
| Admin fee / account holder | $12,542 | $5,232+139.7% | $6,410+95.7% | $5,403+132.1% |