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 | $233,352 | $45,566+412.1% | $64,105+264.0% | $59,632+291.3% |
| Participation rate | 92.7% | 60.2%+32.6pp | 68.2%+24.6pp | 68.7%+24.1pp |
| Annual return | -0.18% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $4,047 | $934+333.3% | $1,820+122.4% | $2,203+83.7% |
| Participant deferral / active EE | $9,290 | $2,057+351.7% | $2,822+229.3% | $3,192+191.1% |
| Admin fee / account holder | $392 | $3,268-88.0% | $4,499-91.3% | $4,297-90.9% |