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 | $130,355 | $59,107+120.5% | $86,436+50.8% | $68,494+90.3% |
| Participation rate | 79.2% | 75.2%+3.9pp | 80.3%-1.2pp | 67.9%+11.3pp |
| Annual return | -14.91% | -0.23%-14.7pp | 4394.89%-4409.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,088 | $2,519+102.0% | $3,769+35.0% | $2,596+96.0% |
| Participant deferral / active EE | $8,928 | $5,901+51.3% | $6,952+28.4% | $4,027+121.7% |
| Admin fee / account holder | $3,068 | $5,637-45.6% | $6,731-54.4% | $5,403-43.2% |