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 | $148,508 | $50,958+191.4% | $74,550+99.2% | $64,186+131.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.79% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,001 | $1,115+348.4% | $1,961+155.0% | $2,381+110.0% |
| Participant deferral / active EE | $7,972 | $2,301+246.4% | $3,108+156.5% | $3,470+129.8% |
| Admin fee / account holder | $14,145 | $4,223+235.0% | $5,060+179.6% | $4,888+189.4% |