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 9-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 | $109,856 | $94,529+16.2% | $140,016-21.5% | $64,186+71.2% |
| Participation rate | 80.8% | 84.1%-3.3pp | 87.5%-6.7pp | 69.6%+11.2pp |
| Annual return | -5.03% | 7.77%-12.8pp | 651.12%-656.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $9,381 | $3,812+146.1% | $5,606+67.3% | $2,381+294.0% |
| Participant deferral / active EE | $10,025 | $5,250+90.9% | $6,927+44.7% | $3,470+188.9% |
| Admin fee / account holder | $39,394 | $6,741+484.4% | $10,705+268.0% | $4,888+705.9% |