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 | $201,228 | $76,000+164.8% | $154,107+30.6% | $64,186+213.5% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.3pp | 69.6%+27.8pp |
| Annual return | -5.55% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,540 | $3,351+125.0% | $5,298+42.3% | $2,381+216.7% |
| Participant deferral / active EE | $4,323 | $3,175+36.1% | $5,081-14.9% | $3,470+24.6% |
| Admin fee / account holder | $31,667 | $5,596+465.9% | $13,411+136.1% | $4,888+547.8% |