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 | $178,399 | $57,354+211.1% | $83,848+112.8% | $64,186+177.9% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | -2.90% | 11.38%-14.3pp | 850.88%-853.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $24,669 | $2,545+869.2% | $3,631+579.4% | $2,381+936.2% |
| Participant deferral / active EE | $6,127 | $2,993+104.7% | $4,082+50.1% | $3,470+76.6% |
| Admin fee / account holder | $31,093 | $4,046+668.6% | $5,478+467.6% | $4,888+536.1% |