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 | $205,250 | $100,754+103.7% | $86,677+136.8% | $134,475+52.6% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | -11.26% | 29.04%-40.3pp | 35.91%-47.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $14,023 | $3,489+301.9% | $2,836+394.4% | $4,740+195.9% |
| Participant deferral / active EE | $2,499 | $5,338-53.2% | $4,656-46.3% | $6,400-60.9% |
| Admin fee / account holder | $532 | $10,926-95.1% | $7,493-92.9% | $11,426-95.3% |