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 | $136,263 | $57,354+137.6% | $83,848+62.5% | $64,186+112.3% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.1pp | 69.6%+24.7pp |
| Annual return | -4.32% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $7,876 | $2,545+209.4% | $3,631+116.9% | $2,381+230.8% |
| Participant deferral / active EE | $5,292 | $2,993+76.8% | $4,082+29.6% | $3,470+52.5% |
| Admin fee / account holder | $41,006 | $4,046+913.6% | $5,478+648.5% | $4,888+738.9% |