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 | $163,488 | $57,354+185.1% | $83,848+95.0% | $64,186+154.7% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -2.63% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $4,106 | $2,545+61.3% | $3,631+13.1% | $2,381+72.5% |
| Participant deferral / active EE | $6,004 | $2,993+100.6% | $4,082+47.1% | $3,470+73.1% |
| Admin fee / account holder | $507 | $4,046-87.5% | $5,478-90.7% | $4,888-89.6% |