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 | $238,826 | $64,707+269.1% | $112,228+112.8% | $68,494+248.7% |
| Participation rate | 97.8% | 67.2%+30.7pp | 75.1%+22.8pp | 67.9%+29.9pp |
| Annual return | -11.96% | -11.40%-0.6pp | 27.45%-39.4pp | -7.84%-4.1pp |
| Employer contribution / active EE | $14,381 | $2,746+423.7% | $3,635+295.7% | $2,596+453.9% |
| Participant deferral / active EE | $8,815 | $3,565+147.3% | $4,728+86.4% | $4,027+118.9% |
| Admin fee / account holder | $22,875 | $5,232+337.2% | $6,410+256.9% | $5,403+323.4% |