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 | $108,267 | $57,354+88.8% | $83,848+29.1% | $64,186+68.7% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.3pp | 69.6%+15.8pp |
| Annual return | -3.13% | 11.38%-14.5pp | 850.88%-854.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $8,000 | $2,545+214.3% | $3,631+120.3% | $2,381+236.0% |
| Participant deferral / active EE | $5,190 | $2,993+73.4% | $4,082+27.2% | $3,470+49.6% |
| Admin fee / account holder | $8,103 | $4,046+100.3% | $5,478+47.9% | $4,888+65.8% |