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 | $124,711 | $57,354+117.4% | $83,848+48.7% | $64,186+94.3% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -4.08% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $5,658 | $2,545+122.3% | $3,631+55.8% | $2,381+137.6% |
| Participant deferral / active EE | $8,392 | $2,993+180.4% | $4,082+105.6% | $3,470+141.9% |
| Admin fee / account holder | $946 | $4,046-76.6% | $5,478-82.7% | $4,888-80.7% |