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 | $157,578 | $105,860+48.9% | $90,749+73.6% | $134,475+17.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.40% | -11.01%+5.6pp | -12.16%+6.8pp | 417.96%-423.4pp |
| Employer contribution / active EE | $4,380 | $3,462+26.5% | $2,921+49.9% | $4,740-7.6% |
| Participant deferral / active EE | $19,170 | $5,216+267.5% | $4,564+320.0% | $6,400+199.5% |
| Admin fee / account holder | $525 | $13,938-96.2% | $8,445-93.8% | $11,426-95.4% |