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 | $148,619 | $57,354+159.1% | $83,848+77.2% | $64,186+131.5% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.0pp | 69.6%+28.6pp |
| Annual return | -6.19% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $9,928 | $2,545+290.1% | $3,631+173.4% | $2,381+317.0% |
| Participant deferral / active EE | $5,672 | $2,993+89.5% | $4,082+39.0% | $3,470+63.5% |
| Admin fee / account holder | $1,030 | $4,046-74.5% | $5,478-81.2% | $4,888-78.9% |