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 | $80,752 | $49,177+64.2% | $79,464+1.6% | $64,186+25.8% |
| Participation rate | 98.5% | 65.0%+33.5pp | 73.3%+25.1pp | 69.6%+28.9pp |
| Annual return | -5.90% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $13,232 | $2,076+537.3% | $2,800+372.5% | $2,381+455.8% |
| Participant deferral / active EE | $14,332 | $2,821+408.0% | $3,704+287.0% | $3,470+313.1% |
| Admin fee / account holder | $2,608 | $3,839-32.1% | $5,113-49.0% | $4,888-46.7% |