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 | $219,032 | $56,484+287.8% | $169,463+29.3% | $64,186+241.2% |
| Participation rate | 91.8% | 64.5%+27.3pp | 77.8%+14.0pp | 69.6%+22.2pp |
| Annual return | -6.62% | -1.55%-5.1pp | 1.83%-8.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,586 | $1,832+95.7% | $4,159-13.8% | $2,381+50.6% |
| Participant deferral / active EE | $9,330 | $3,448+170.6% | $5,277+76.8% | $3,470+168.9% |
| Admin fee / account holder | $7,078 | $4,174+69.6% | $9,109-22.3% | $4,888+44.8% |