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 | $234,992 | $99,032+137.3% | $80,019+193.7% | $135,375+73.6% |
| Participation rate | 94.7% | 78.4%+16.4pp | 75.8%+18.9pp | 82.6%+12.1pp |
| Annual return | -4.93% | 15.39%-20.3pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $10,077 | $3,043+231.1% | $2,468+308.3% | $4,779+110.9% |
| Participant deferral / active EE | $6,128 | $4,282+43.1% | $3,686+66.3% | $5,609+9.3% |
| Admin fee / account holder | $59,145 | $10,436+466.7% | $6,521+807.0% | $10,827+446.3% |