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 | $145,248 | $45,566+218.8% | $64,105+126.6% | $59,632+143.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.61% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $4,615 | $934+394.1% | $1,820+153.6% | $2,203+109.5% |
| Participant deferral / active EE | $3,961 | $2,057+92.6% | $2,822+40.4% | $3,192+24.1% |
| Admin fee / account holder | $7,285 | $3,268+123.0% | $4,499+61.9% | $4,297+69.5% |