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 | $169,387 | $57,354+195.3% | $83,848+102.0% | $64,186+163.9% |
| Participation rate | 98.5% | 68.6%+29.9pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -4.10% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,903 | $2,545+171.2% | $3,631+90.1% | $2,381+189.9% |
| Participant deferral / active EE | $3,155 | $2,993+5.4% | $4,082-22.7% | $3,470-9.1% |
| Admin fee / account holder | $3,051 | $4,046-24.6% | $5,478-44.3% | $4,888-37.6% |