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 | $156,496 | $76,000+105.9% | $154,107+1.5% | $64,186+143.8% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.5pp | 69.6%+16.9pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,057 | $3,351+110.6% | $5,298+33.2% | $2,381+196.4% |
| Participant deferral / active EE | $5,912 | $3,175+86.2% | $5,081+16.4% | $3,470+70.4% |
| Admin fee / account holder | $23,178 | $5,596+314.2% | $13,411+72.8% | $4,888+374.2% |