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 | $136,610 | $57,354+138.2% | $83,848+62.9% | $64,186+112.8% |
| Participation rate | 82.1% | 68.6%+13.4pp | 76.1%+5.9pp | 69.6%+12.5pp |
| Annual return | -5.83% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,838 | $2,545-27.8% | $3,631-49.4% | $2,381-22.8% |
| Participant deferral / active EE | $6,783 | $2,993+126.6% | $4,082+66.2% | $3,470+95.5% |
| Admin fee / account holder | $9,259 | $4,046+128.9% | $5,478+69.0% | $4,888+89.4% |