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 | $181,986 | $77,813+133.9% | $123,544+47.3% | $64,186+183.5% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | -5.61% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,587 | $3,014+85.4% | $4,628+20.7% | $2,381+134.7% |
| Participant deferral / active EE | $6,106 | $5,240+16.5% | $6,426-5.0% | $3,470+76.0% |
| Admin fee / account holder | $48,495 | $5,519+778.7% | $9,284+422.4% | $4,888+892.1% |