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 | $165,146 | $57,354+187.9% | $83,848+97.0% | $64,186+157.3% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -2.09% | 11.38%-13.5pp | 850.88%-853.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $8,408 | $2,545+230.3% | $3,631+131.6% | $2,381+253.1% |
| Participant deferral / active EE | $8,270 | $2,993+176.3% | $4,082+102.6% | $3,470+138.4% |
| Admin fee / account holder | $35,711 | $4,046+782.7% | $5,478+551.9% | $4,888+630.6% |