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 | $181,364 | $50,958+255.9% | $74,550+143.3% | $64,186+182.6% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.1%+28.2pp | 69.6%+27.8pp |
| Annual return | -6.51% | -1.86%-4.7pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,437 | $1,115+297.8% | $1,961+126.2% | $2,381+86.3% |
| Participant deferral / active EE | $4,957 | $2,301+115.4% | $3,108+59.5% | $3,470+42.9% |
| Admin fee / account holder | $6,137 | $4,223+45.3% | $5,060+21.3% | $4,888+25.6% |