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 | $216,469 | $77,813+178.2% | $123,544+75.2% | $64,186+237.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.13% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $19,769 | $3,014+555.9% | $4,628+327.2% | $2,381+730.3% |
| Participant deferral / active EE | $4,425 | $5,240-15.5% | $6,426-31.1% | $3,470+27.6% |
| Admin fee / account holder | $1,557 | $5,519-71.8% | $9,284-83.2% | $4,888-68.1% |