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 | $157,518 | $76,000+107.3% | $154,107+2.2% | $64,186+145.4% |
| Participation rate | 98.8% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,525 | $3,351+154.4% | $5,298+60.9% | $2,381+258.1% |
| Participant deferral / active EE | $5,463 | $3,175+72.0% | $5,081+7.5% | $3,470+57.4% |
| Admin fee / account holder | $6,346 | $5,596+13.4% | $13,411-52.7% | $4,888+29.8% |