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 | $102,030 | $27,641+269.1% | $61,373+66.2% | $68,494+49.0% |
| Participation rate | 83.9% | 39.5%+44.4pp | 52.6%+31.3pp | 67.9%+16.0pp |
| Annual return | -3.03% | -13.24%+10.2pp | 338.61%-341.6pp | -7.84%+4.8pp |
| Employer contribution / active EE | $1,126 | $695+61.9% | $1,159-2.9% | $2,596-56.6% |
| Participant deferral / active EE | $2,901 | $1,263+129.7% | $2,125+36.5% | $4,027-28.0% |
| Admin fee / account holder | $1,581 | $2,010-21.4% | $2,130-25.8% | $5,403-70.7% |