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 | $244,516 | $46,674+423.9% | $117,472+108.1% | $68,494+257.0% |
| Participation rate | 94.2% | 56.8%+37.5pp | 70.6%+23.6pp | 67.9%+26.3pp |
| Annual return | -17.01% | -14.52%-2.5pp | 29.74%-46.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,824 | $1,505+287.1% | $4,176+39.5% | $2,596+124.3% |
| Participant deferral / active EE | $10,088 | $2,636+282.7% | $4,070+147.9% | $4,027+150.5% |
| Admin fee / account holder | $9,673 | $4,020+140.6% | $5,645+71.4% | $5,403+79.0% |