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 9-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 | $211,111 | $57,354+268.1% | $83,848+151.8% | $64,186+228.9% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -5.67% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,972 | $2,545-22.5% | $3,631-45.7% | $2,381-17.2% |
| Participant deferral / active EE | $4,772 | $2,993+59.4% | $4,082+16.9% | $3,470+37.5% |
| Admin fee / account holder | $5,819 | $4,046+43.8% | $5,478+6.2% | $4,888+19.0% |