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 | $140,771 | $57,354+145.4% | $83,848+67.9% | $64,186+119.3% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -6.17% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $15,472 | $2,545+507.9% | $3,631+326.1% | $2,381+549.9% |
| Participant deferral / active EE | $1,648 | $2,993-44.9% | $4,082-59.6% | $3,470-52.5% |
| Admin fee / account holder | $1,340 | $4,046-66.9% | $5,478-75.5% | $4,888-72.6% |