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 | $234,163 | $57,354+308.3% | $83,848+179.3% | $64,186+264.8% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | -3.83% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,313 | $2,545+148.0% | $3,631+73.9% | $2,381+165.2% |
| Participant deferral / active EE | $5,196 | $2,993+73.6% | $4,082+27.3% | $3,470+49.8% |
| Admin fee / account holder | $16,218 | $4,046+300.9% | $5,478+196.0% | $4,888+231.8% |