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 | $107,647 | $57,354+87.7% | $83,848+28.4% | $64,186+67.7% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -4.94% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $7,423 | $2,545+191.6% | $3,631+104.4% | $2,381+211.8% |
| Participant deferral / active EE | $3,409 | $2,993+13.9% | $4,082-16.5% | $3,470-1.8% |
| Admin fee / account holder | $10,050 | $4,046+148.4% | $5,478+83.4% | $4,888+105.6% |