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 | $91,946 | $57,354+60.3% | $83,848+9.7% | $64,186+43.2% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -4.86% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,866 | $2,545+91.2% | $3,631+34.0% | $2,381+104.4% |
| Participant deferral / active EE | $5,932 | $2,993+98.2% | $4,082+45.3% | $3,470+71.0% |
| Admin fee / account holder | $9,704 | $4,046+139.9% | $5,478+77.1% | $4,888+98.5% |