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 | $217,574 | $77,813+179.6% | $123,544+76.1% | $64,186+239.0% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.3pp |
| Annual return | -5.69% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,938 | $3,014+30.7% | $4,628-14.9% | $2,381+65.4% |
| Participant deferral / active EE | $13,646 | $5,240+160.4% | $6,426+112.4% | $3,470+293.3% |
| Admin fee / account holder | $10,999 | $5,519+99.3% | $9,284+18.5% | $4,888+125.0% |