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 | $236,491 | $72,404+226.6% | $110,238+114.5% | $64,186+268.4% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -5.33% | -6.29%+1.0pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,110 | $2,282+36.3% | $3,826-18.7% | $2,381+30.6% |
| Participant deferral / active EE | $8,566 | $3,469+146.9% | $4,672+83.3% | $3,470+146.9% |
| Admin fee / account holder | $7,939 | $5,664+40.2% | $8,547-7.1% | $4,888+62.4% |