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 | $176,941 | $57,354+208.5% | $83,848+111.0% | $64,186+175.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.62% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $9,018 | $2,545+254.3% | $3,631+148.4% | $2,381+278.8% |
| Participant deferral / active EE | $6,656 | $2,993+122.4% | $4,082+63.1% | $3,470+91.8% |
| Admin fee / account holder | $35,733 | $4,046+783.3% | $5,478+552.3% | $4,888+631.0% |