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 | $210,425 | $77,813+170.4% | $123,544+70.3% | $64,186+227.8% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -3.53% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $9,007 | $3,014+198.9% | $4,628+94.6% | $2,381+278.3% |
| Participant deferral / active EE | $8,022 | $5,240+53.1% | $6,426+24.8% | $3,470+131.2% |
| Admin fee / account holder | $36,033 | $5,519+552.9% | $9,284+288.1% | $4,888+637.2% |