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 | $201,611 | $45,863+339.6% | $77,024+161.8% | $68,494+194.3% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.7pp | 67.9%+29.7pp |
| Annual return | -14.05% | 1.72%-15.8pp | 42.32%-56.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,026 | $1,650+144.0% | $2,812+43.2% | $2,596+55.1% |
| Participant deferral / active EE | $4,561 | $2,962+54.0% | $4,426+3.0% | $4,027+13.2% |
| Admin fee / account holder | $12,035 | $3,041+295.8% | $5,425+121.8% | $5,403+122.8% |