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 | $183,249 | $57,354+219.5% | $83,848+118.5% | $64,186+185.5% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $17,720 | $2,545+596.2% | $3,631+388.0% | $2,381+644.3% |
| Participant deferral / active EE | $2,727 | $2,993-8.9% | $4,082-33.2% | $3,470-21.4% |
| Admin fee / account holder | $3,222 | $4,046-20.4% | $5,478-41.2% | $4,888-34.1% |