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 | $167,241 | $57,354+191.6% | $83,848+99.5% | $64,186+160.6% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -4.65% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,242 | $2,545+66.7% | $3,631+16.8% | $2,381+78.2% |
| Participant deferral / active EE | $7,910 | $2,993+164.3% | $4,082+93.8% | $3,470+128.0% |
| Admin fee / account holder | $4,567 | $4,046+12.9% | $5,478-16.6% | $4,888-6.6% |