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 | $212,512 | $76,000+179.6% | $154,107+37.9% | $64,186+231.1% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -3.58% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,141 | $3,351+53.4% | $5,298-3.0% | $2,381+115.9% |
| Participant deferral / active EE | $6,315 | $3,175+98.9% | $5,081+24.3% | $3,470+82.0% |
| Admin fee / account holder | $3,379 | $5,596-39.6% | $13,411-74.8% | $4,888-30.9% |