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 | $112,673 | $57,354+96.5% | $83,848+34.4% | $64,186+75.5% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,583 | $2,545-37.8% | $3,631-56.4% | $2,381-33.5% |
| Participant deferral / active EE | $6,681 | $2,993+123.2% | $4,082+63.7% | $3,470+92.6% |
| Admin fee / account holder | $22,115 | $4,046+446.6% | $5,478+303.7% | $4,888+352.4% |