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 | $194,696 | $76,000+156.2% | $154,107+26.3% | $64,186+203.3% |
| Participation rate | 82.9% | 70.4%+12.5pp | 83.0%-0.1pp | 69.6%+13.3pp |
| Annual return | -6.96% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,112 | $3,351+112.2% | $5,298+34.2% | $2,381+198.7% |
| Participant deferral / active EE | $5,440 | $3,175+71.3% | $5,081+7.1% | $3,470+56.8% |
| Admin fee / account holder | $5,421 | $5,596-3.1% | $13,411-59.6% | $4,888+10.9% |