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 | $223,807 | $77,813+187.6% | $123,544+81.2% | $64,186+248.7% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -5.72% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,603 | $3,014+19.5% | $4,628-22.1% | $2,381+51.3% |
| Participant deferral / active EE | $10,469 | $5,240+99.8% | $6,426+62.9% | $3,470+201.7% |
| Admin fee / account holder | $12,084 | $5,519+119.0% | $9,284+30.2% | $4,888+147.2% |