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 | $140,442 | $92,222+52.3% | $76,768+82.9% | $135,375+3.7% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -5.51% | 5.46%-11.0pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,519 | $3,216+40.5% | $2,485+81.8% | $4,779-5.4% |
| Participant deferral / active EE | $11,266 | $4,509+149.9% | $3,852+192.5% | $5,609+100.9% |
| Admin fee / account holder | $47,323 | $10,748+340.3% | $6,675+609.0% | $10,827+337.1% |