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 | $172,783 | $69,518+148.5% | $59,878+188.6% | $135,375+27.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -9.00% | 7.94%-16.9pp | 3.46%-12.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $9,547 | $3,235+195.1% | $2,722+250.8% | $4,779+99.8% |
| Participant deferral / active EE | $5,905 | $4,206+40.4% | $3,402+73.6% | $5,609+5.3% |
| Admin fee / account holder | $487 | $5,734-91.5% | $3,590-86.4% | $10,827-95.5% |