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 | $217,958 | $77,813+180.1% | $123,544+76.4% | $64,186+239.6% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.0pp |
| Annual return | -5.94% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,500 | $3,014-17.1% | $4,628-46.0% | $2,381+5.0% |
| Participant deferral / active EE | $7,293 | $5,240+39.2% | $6,426+13.5% | $3,470+110.2% |
| Admin fee / account holder | $21,405 | $5,519+287.9% | $9,284+130.6% | $4,888+337.9% |