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 | $178,707 | $57,354+211.6% | $83,848+113.1% | $64,186+178.4% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -4.83% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,848 | $2,545+129.8% | $3,631+61.1% | $2,381+145.6% |
| Participant deferral / active EE | $11,699 | $2,993+290.9% | $4,082+186.6% | $3,470+237.2% |
| Admin fee / account holder | $8,384 | $4,046+107.2% | $5,478+53.0% | $4,888+71.5% |