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 | $130,921 | $57,354+128.3% | $83,848+56.1% | $64,186+104.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.22% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,943 | $2,545+212.1% | $3,631+118.8% | $2,381+233.6% |
| Participant deferral / active EE | $2,735 | $2,993-8.6% | $4,082-33.0% | $3,470-21.2% |
| Admin fee / account holder | $26,266 | $4,046+549.2% | $5,478+379.5% | $4,888+437.3% |