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 | $248,866 | $77,813+219.8% | $123,544+101.4% | $64,186+287.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.41% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,333 | $3,014+10.6% | $4,628-28.0% | $2,381+40.0% |
| Participant deferral / active EE | $6,065 | $5,240+15.7% | $6,426-5.6% | $3,470+74.8% |
| Admin fee / account holder | $7,790 | $5,519+41.2% | $9,284-16.1% | $4,888+59.4% |