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 | $175,926 | $57,354+206.7% | $83,848+109.8% | $64,186+174.1% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $16,025 | $2,545+529.6% | $3,631+341.4% | $2,381+573.1% |
| Participant deferral / active EE | $3,152 | $2,993+5.3% | $4,082-22.8% | $3,470-9.1% |
| Admin fee / account holder | $17,028 | $4,046+320.9% | $5,478+210.8% | $4,888+248.4% |