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 | $95,155 | $57,354+65.9% | $83,848+13.5% | $64,186+48.2% |
| Participation rate | 89.1% | 68.6%+20.5pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | -5.14% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $9,579 | $2,545+276.3% | $3,631+163.8% | $2,381+302.3% |
| Participant deferral / active EE | $3,506 | $2,993+17.1% | $4,082-14.1% | $3,470+1.0% |
| Admin fee / account holder | $5,995 | $4,046+48.2% | $5,478+9.4% | $4,888+22.7% |