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 | $221,241 | $72,404+205.6% | $110,238+100.7% | $64,186+244.7% |
| Participation rate | 97.8% | 73.3%+24.4pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | -5.67% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $11,439 | $2,282+401.4% | $3,826+198.9% | $2,381+380.5% |
| Participant deferral / active EE | $4,822 | $3,469+39.0% | $4,672+3.2% | $3,470+39.0% |
| Admin fee / account holder | $6,527 | $5,664+15.2% | $8,547-23.6% | $4,888+33.5% |