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 | $158,922 | $57,354+177.1% | $83,848+89.5% | $64,186+147.6% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -7.90% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,000 | $2,545-21.4% | $3,631-44.9% | $2,381-16.0% |
| Participant deferral / active EE | $6,668 | $2,993+122.8% | $4,082+63.4% | $3,470+92.2% |
| Admin fee / account holder | $11,184 | $4,046+176.4% | $5,478+104.1% | $4,888+128.8% |