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 | $179,161 | $94,529+89.5% | $140,016+28.0% | $64,186+179.1% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -5.31% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $9,830 | $3,812+157.8% | $5,606+75.4% | $2,381+312.9% |
| Participant deferral / active EE | $15,252 | $5,250+190.5% | $6,927+120.2% | $3,470+339.6% |
| Admin fee / account holder | $1,395 | $6,741-79.3% | $10,705-87.0% | $4,888-71.5% |