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 | $231,415 | $53,596+331.8% | $90,645+155.3% | $64,186+260.5% |
| Participation rate | 92.3% | 64.5%+27.8pp | 74.0%+18.3pp | 69.6%+22.7pp |
| Annual return | -6.94% | 4.41%-11.4pp | 1.88%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $6,443 | $1,503+328.7% | $2,532+154.5% | $2,381+170.6% |
| Participant deferral / active EE | $9,781 | $2,459+297.8% | $3,425+185.6% | $3,470+181.9% |
| Admin fee / account holder | $9,060 | $3,868+134.2% | $4,994+81.4% | $4,888+85.4% |