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 | $236,507 | $76,000+211.2% | $154,107+53.5% | $64,186+268.5% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $14,067 | $3,351+319.8% | $5,298+165.5% | $2,381+490.8% |
| Participant deferral / active EE | $8,425 | $3,175+165.3% | $5,081+65.8% | $3,470+142.8% |
| Admin fee / account holder | $9,571 | $5,596+71.0% | $13,411-28.6% | $4,888+95.8% |