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 | $139,302 | $77,813+79.0% | $123,544+12.8% | $64,186+117.0% |
| Participation rate | 92.5% | 74.7%+17.7pp | 82.3%+10.2pp | 69.6%+22.9pp |
| Annual return | -4.54% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,411 | $3,014+112.7% | $4,628+38.5% | $2,381+169.3% |
| Participant deferral / active EE | $11,554 | $5,240+120.5% | $6,426+79.8% | $3,470+233.0% |
| Admin fee / account holder | $27,351 | $5,519+395.6% | $9,284+194.6% | $4,888+459.6% |