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 | $149,839 | $72,404+106.9% | $110,238+35.9% | $64,186+133.4% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | -6.96% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $9,129 | $2,282+300.1% | $3,826+138.6% | $2,381+283.4% |
| Participant deferral / active EE | $2,536 | $3,469-26.9% | $4,672-45.7% | $3,470-26.9% |
| Admin fee / account holder | $669 | $5,664-88.2% | $8,547-92.2% | $4,888-86.3% |