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 | $141,611 | $57,354+146.9% | $83,848+68.9% | $64,186+120.6% |
| Participation rate | 79.5% | 68.6%+10.9pp | 76.1%+3.3pp | 69.6%+9.9pp |
| Annual return | -4.35% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,502 | $2,545-1.7% | $3,631-31.1% | $2,381+5.1% |
| Participant deferral / active EE | $7,821 | $2,993+161.3% | $4,082+91.6% | $3,470+125.4% |
| Admin fee / account holder | $10,989 | $4,046+171.6% | $5,478+100.6% | $4,888+124.8% |