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 | $163,876 | $57,354+185.7% | $83,848+95.4% | $64,186+155.3% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+22.0pp | 69.6%+28.6pp |
| Annual return | -1.14% | 11.38%-12.5pp | 850.88%-852.0pp | 7.63%-8.8pp |
| Employer contribution / active EE | $6,727 | $2,545+164.3% | $3,631+85.3% | $2,381+182.6% |
| Participant deferral / active EE | $5,739 | $2,993+91.7% | $4,082+40.6% | $3,470+65.4% |
| Admin fee / account holder | $17,218 | $4,046+325.6% | $5,478+214.3% | $4,888+252.2% |