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 | $142,968 | $57,354+149.3% | $83,848+70.5% | $64,186+122.7% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -5.06% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,939 | $2,545+211.9% | $3,631+118.6% | $2,381+233.4% |
| Participant deferral / active EE | $8,777 | $2,993+193.2% | $4,082+115.0% | $3,470+153.0% |
| Admin fee / account holder | $53,775 | $4,046+1229.2% | $5,478+881.6% | $4,888+1000.1% |