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 | $86,375 | $57,354+50.6% | $83,848+3.0% | $64,186+34.6% |
| Participation rate | 90.1% | 68.6%+21.5pp | 76.1%+14.0pp | 69.6%+20.5pp |
| Annual return | -4.56% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,860 | $2,545+130.2% | $3,631+61.4% | $2,381+146.1% |
| Participant deferral / active EE | $3,622 | $2,993+21.0% | $4,082-11.3% | $3,470+4.4% |
| Admin fee / account holder | $15,600 | $4,046+285.6% | $5,478+184.8% | $4,888+219.1% |