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 | $195,563 | $57,354+241.0% | $83,848+133.2% | $64,186+204.7% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,048 | $2,545-19.6% | $3,631-43.6% | $2,381-14.0% |
| Participant deferral / active EE | $5,351 | $2,993+78.8% | $4,082+31.1% | $3,470+54.2% |
| Admin fee / account holder | $18,368 | $4,046+354.0% | $5,478+235.3% | $4,888+275.8% |