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 | $83,487 | $57,354+45.6% | $83,848-0.4% | $64,186+30.1% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -7.56% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $15,448 | $2,545+506.9% | $3,631+325.5% | $2,381+548.8% |
| Participant deferral / active EE | $1,435 | $2,993-52.0% | $4,082-64.8% | $3,470-58.6% |
| Admin fee / account holder | $9,083 | $4,046+124.5% | $5,478+65.8% | $4,888+85.8% |