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 | $142,560 | $76,000+87.6% | $154,107-7.5% | $64,186+122.1% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $9,143 | $3,351+172.9% | $5,298+72.6% | $2,381+284.0% |
| Participant deferral / active EE | $12,251 | $3,175+285.9% | $5,081+141.1% | $3,470+253.1% |
| Admin fee / account holder | $23,512 | $5,596+320.1% | $13,411+75.3% | $4,888+381.0% |