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 | $181,418 | $45,863+295.6% | $77,024+135.5% | $68,494+164.9% |
| Participation rate | 98.9% | 55.9%+43.0pp | 67.9%+31.0pp | 67.9%+31.0pp |
| Annual return | -12.95% | 1.72%-14.7pp | 42.32%-55.3pp | -7.84%-5.1pp |
| Employer contribution / active EE | $8,717 | $1,650+428.5% | $2,812+210.0% | $2,596+235.8% |
| Participant deferral / active EE | $8,737 | $2,962+194.9% | $4,426+97.4% | $4,027+116.9% |
| Admin fee / account holder | $22,466 | $3,041+638.9% | $5,425+314.1% | $5,403+315.8% |