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 | $234,447 | $76,000+208.5% | $154,107+52.1% | $64,186+265.3% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -6.65% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,105 | $3,351+82.2% | $5,298+15.2% | $2,381+156.4% |
| Participant deferral / active EE | $4,468 | $3,175+40.7% | $5,081-12.1% | $3,470+28.8% |
| Admin fee / account holder | $8,718 | $5,596+55.8% | $13,411-35.0% | $4,888+78.4% |