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 | $249,206 | $57,354+334.5% | $83,848+197.2% | $64,186+288.3% |
| Participation rate | 97.3% | 68.6%+28.7pp | 76.1%+21.2pp | 69.6%+27.7pp |
| Annual return | -3.32% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,405 | $2,545+112.4% | $3,631+48.9% | $2,381+127.0% |
| Participant deferral / active EE | $7,000 | $2,993+133.9% | $4,082+71.5% | $3,470+101.8% |
| Admin fee / account holder | $560 | $4,046-86.2% | $5,478-89.8% | $4,888-88.5% |