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 | $108,008 | $57,354+88.3% | $83,848+28.8% | $64,186+68.3% |
| Participation rate | 87.3% | 68.6%+18.7pp | 76.1%+11.2pp | 69.6%+17.7pp |
| Annual return | -5.54% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,339 | $2,545-8.1% | $3,631-35.6% | $2,381-1.8% |
| Participant deferral / active EE | $7,366 | $2,993+146.1% | $4,082+80.5% | $3,470+112.3% |
| Admin fee / account holder | $5,247 | $4,046+29.7% | $5,478-4.2% | $4,888+7.3% |