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 | $164,026 | $71,883+128.2% | $86,677+89.2% | $68,494+139.5% |
| Participation rate | 92.1% | 72.2%+19.8pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -8.12% | 3.52%-11.6pp | 35.91%-44.0pp | -7.84%-0.3pp |
| Employer contribution / active EE | $5,548 | $2,173+155.3% | $2,836+95.6% | $2,596+113.7% |
| Participant deferral / active EE | $7,291 | $3,779+93.0% | $4,656+56.6% | $4,027+81.1% |
| Admin fee / account holder | $8,014 | $6,112+31.1% | $7,493+6.9% | $5,403+48.3% |