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 | $132,431 | $57,354+130.9% | $83,848+57.9% | $64,186+106.3% |
| Participation rate | 94.1% | 68.6%+25.5pp | 76.1%+18.0pp | 69.6%+24.5pp |
| Annual return | -4.61% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,325 | $2,545-47.9% | $3,631-63.5% | $2,381-44.3% |
| Participant deferral / active EE | $3,507 | $2,993+17.2% | $4,082-14.1% | $3,470+1.1% |
| Admin fee / account holder | $651 | $4,046-83.9% | $5,478-88.1% | $4,888-86.7% |