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 | $215,442 | $77,813+176.9% | $123,544+74.4% | $64,186+235.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.81% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $6,870 | $3,014+127.9% | $4,628+48.4% | $2,381+188.6% |
| Participant deferral / active EE | $6,760 | $5,240+29.0% | $6,426+5.2% | $3,470+94.8% |
| Admin fee / account holder | $18,106 | $5,519+228.1% | $9,284+95.0% | $4,888+270.4% |