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 | $232,306 | $57,354+305.0% | $83,848+177.1% | $64,186+261.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $13,626 | $2,545+435.3% | $3,631+275.3% | $2,381+472.3% |
| Participant deferral / active EE | $8,747 | $2,993+192.3% | $4,082+114.3% | $3,470+152.1% |
| Admin fee / account holder | $6,850 | $4,046+69.3% | $5,478+25.0% | $4,888+40.1% |