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 | $182,562 | $57,354+218.3% | $83,848+117.7% | $64,186+184.4% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.5pp | 69.6%+25.1pp |
| Annual return | -5.80% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $13,523 | $2,545+431.3% | $3,631+272.5% | $2,381+468.0% |
| Participant deferral / active EE | $5,243 | $2,993+75.2% | $4,082+28.5% | $3,470+51.1% |
| Admin fee / account holder | $25,653 | $4,046+534.1% | $5,478+368.3% | $4,888+424.8% |