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 | $182,100 | $57,354+217.5% | $83,848+117.2% | $64,186+183.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.28% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $6,789 | $2,545+166.7% | $3,631+87.0% | $2,381+185.1% |
| Participant deferral / active EE | $5,958 | $2,993+99.1% | $4,082+46.0% | $3,470+71.7% |
| Admin fee / account holder | $11,337 | $4,046+180.2% | $5,478+107.0% | $4,888+131.9% |