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 | $194,844 | $76,000+156.4% | $154,107+26.4% | $64,186+203.6% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -6.95% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,875 | $3,351+135.0% | $5,298+48.7% | $2,381+230.8% |
| Participant deferral / active EE | $3,756 | $3,175+18.3% | $5,081-26.1% | $3,470+8.3% |
| Admin fee / account holder | $629 | $5,596-88.8% | $13,411-95.3% | $4,888-87.1% |