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 | $120,645 | $57,354+110.4% | $83,848+43.9% | $64,186+88.0% |
| Participation rate | 86.5% | 68.6%+17.9pp | 76.1%+10.3pp | 69.6%+16.9pp |
| Annual return | -6.49% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,227 | $2,545+105.3% | $3,631+44.0% | $2,381+119.5% |
| Participant deferral / active EE | $9,111 | $2,993+204.4% | $4,082+123.2% | $3,470+162.6% |
| Admin fee / account holder | $3,381 | $4,046-16.4% | $5,478-38.3% | $4,888-30.8% |