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 | $198,534 | $57,354+246.2% | $83,848+136.8% | $64,186+209.3% |
| Participation rate | 70.2% | 68.6%+1.6pp | 76.1%-5.9pp | 69.6%+0.6pp |
| Annual return | -7.01% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,309 | $2,545+69.3% | $3,631+18.7% | $2,381+81.0% |
| Participant deferral / active EE | $1,758 | $2,993-41.3% | $4,082-56.9% | $3,470-49.3% |
| Admin fee / account holder | $1,321 | $4,046-67.3% | $5,478-75.9% | $4,888-73.0% |