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 | $153,656 | $57,354+167.9% | $83,848+83.3% | $64,186+139.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.17% | 11.38%-16.6pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,497 | $2,545+37.4% | $3,631-3.7% | $2,381+46.9% |
| Participant deferral / active EE | $8,230 | $2,993+175.0% | $4,082+101.6% | $3,470+137.2% |
| Admin fee / account holder | $22,777 | $4,046+463.0% | $5,478+315.8% | $4,888+366.0% |