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 | $186,308 | $57,354+224.8% | $83,848+122.2% | $64,186+190.3% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -4.35% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,313 | $2,545+30.2% | $3,631-8.8% | $2,381+39.2% |
| Participant deferral / active EE | $7,662 | $2,993+156.0% | $4,082+87.7% | $3,470+120.8% |
| Admin fee / account holder | $29,098 | $4,046+619.2% | $5,478+431.2% | $4,888+495.3% |