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 | $219,483 | $95,971+128.7% | $74,550+194.4% | $135,375+62.1% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -6.33% | 56.96%-63.3pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,303 | $2,716+132.0% | $1,961+221.4% | $4,779+31.9% |
| Participant deferral / active EE | $7,695 | $3,843+100.2% | $3,108+147.6% | $5,609+37.2% |
| Admin fee / account holder | $51,200 | $6,522+685.1% | $5,060+912.0% | $10,827+372.9% |