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 | $102,628 | $57,354+78.9% | $83,848+22.4% | $64,186+59.9% |
| Participation rate | 82.5% | 68.6%+13.9pp | 76.1%+6.4pp | 69.6%+13.0pp |
| Annual return | -4.13% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,175 | $2,545-53.8% | $3,631-67.6% | $2,381-50.6% |
| Participant deferral / active EE | $7,164 | $2,993+139.4% | $4,082+75.5% | $3,470+106.5% |
| Admin fee / account holder | $20,404 | $4,046+404.3% | $5,478+272.5% | $4,888+317.4% |