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 | $180,306 | $97,044+85.8% | $83,333+116.4% | $135,375+33.2% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -5.95% | 12.31%-18.3pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $8,302 | $4,143+100.4% | $3,379+145.7% | $4,779+73.7% |
| Participant deferral / active EE | $8,874 | $5,964+48.8% | $5,565+59.5% | $5,609+58.2% |
| Admin fee / account holder | $11,244 | $8,380+34.2% | $7,510+49.7% | $10,827+3.9% |