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 | $180,242 | $45,566+295.6% | $64,105+181.2% | $59,632+202.3% |
| Participation rate | 80.3% | 60.2%+20.1pp | 68.2%+12.1pp | 68.7%+11.6pp |
| Annual return | -0.67% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,328 | $934+149.3% | $1,820+27.9% | $2,203+5.7% |
| Participant deferral / active EE | $2,845 | $2,057+38.3% | $2,822+0.8% | $3,192-10.9% |
| Admin fee / account holder | $11,741 | $3,268+259.3% | $4,499+161.0% | $4,297+173.2% |