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 | $138,770 | $50,958+172.3% | $74,550+86.1% | $64,186+116.2% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.1%+27.3pp | 69.6%+26.9pp |
| Annual return | -4.05% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,749 | $1,115+236.2% | $1,961+91.2% | $2,381+57.5% |
| Participant deferral / active EE | $5,374 | $2,301+133.5% | $3,108+72.9% | $3,470+54.9% |
| Admin fee / account holder | $48,740 | $4,223+1054.2% | $5,060+863.3% | $4,888+897.1% |