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 | $96,396 | $57,354+68.1% | $83,848+15.0% | $64,186+50.2% |
| Participation rate | 92.4% | 68.6%+23.8pp | 76.1%+16.3pp | 69.6%+22.9pp |
| Annual return | -4.00% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,844 | $2,545-27.6% | $3,631-49.2% | $2,381-22.6% |
| Participant deferral / active EE | $4,550 | $2,993+52.0% | $4,082+11.5% | $3,470+31.1% |
| Admin fee / account holder | $26,120 | $4,046+545.6% | $5,478+376.8% | $4,888+434.4% |