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 | $39,167 | $57,354-31.7% | $83,848-53.3% | $64,186-39.0% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -0.90% | 11.38%-12.3pp | 850.88%-851.8pp | 7.63%-8.5pp |
| Employer contribution / active EE | $8,473 | $2,545+232.9% | $3,631+133.4% | $2,381+255.9% |
| Participant deferral / active EE | $5,336 | $2,993+78.3% | $4,082+30.7% | $3,470+53.8% |
| Admin fee / account holder | $13,426 | $4,046+231.9% | $5,478+145.1% | $4,888+174.7% |