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 | $110,300 | $57,354+92.3% | $83,848+31.5% | $64,186+71.8% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | -5.05% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,467 | $2,545+114.8% | $3,631+50.6% | $2,381+129.6% |
| Participant deferral / active EE | $2,749 | $2,993-8.2% | $4,082-32.7% | $3,470-20.8% |
| Admin fee / account holder | $2,513 | $4,046-37.9% | $5,478-54.1% | $4,888-48.6% |