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 | $187,487 | $59,107+217.2% | $86,436+116.9% | $68,494+173.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.96% | -0.23%-18.7pp | 4394.89%-4413.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,914 | $2,519-24.0% | $3,769-49.2% | $2,596-26.3% |
| Participant deferral / active EE | $4,796 | $5,901-18.7% | $6,952-31.0% | $4,027+19.1% |
| Admin fee / account holder | $20,377 | $5,637+261.5% | $6,731+202.7% | $5,403+277.2% |