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 | $117,963 | $57,354+105.7% | $83,848+40.7% | $64,186+83.8% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | -5.84% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $541 | $2,545-78.7% | $3,631-85.1% | $2,381-77.3% |
| Participant deferral / active EE | $6,532 | $2,993+118.2% | $4,082+60.0% | $3,470+88.3% |
| Admin fee / account holder | $19,685 | $4,046+386.6% | $5,478+259.3% | $4,888+302.7% |