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 | $110,989 | $57,354+93.5% | $83,848+32.4% | $64,186+72.9% |
| Participation rate | 82.4% | 68.6%+13.7pp | 76.1%+6.2pp | 69.6%+12.8pp |
| Annual return | -5.24% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,682 | $2,545+44.7% | $3,631+1.4% | $2,381+54.7% |
| Participant deferral / active EE | $7,514 | $2,993+151.1% | $4,082+84.1% | $3,470+116.6% |
| Admin fee / account holder | $17,419 | $4,046+330.6% | $5,478+218.0% | $4,888+256.4% |