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 | $173,379 | $57,354+202.3% | $83,848+106.8% | $64,186+170.1% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -5.63% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $9,757 | $2,545+283.3% | $3,631+168.7% | $2,381+309.8% |
| Participant deferral / active EE | $5,805 | $2,993+93.9% | $4,082+42.2% | $3,470+67.3% |
| Admin fee / account holder | $8,935 | $4,046+120.9% | $5,478+63.1% | $4,888+82.8% |