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 | $234,563 | $76,000+208.6% | $154,107+52.2% | $64,186+265.4% |
| Participation rate | 86.7% | 70.4%+16.3pp | 83.0%+3.6pp | 69.6%+17.1pp |
| Annual return | -6.25% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,629 | $3,351+68.0% | $5,298+6.3% | $2,381+136.4% |
| Participant deferral / active EE | $5,571 | $3,175+75.4% | $5,081+9.6% | $3,470+60.6% |
| Admin fee / account holder | $5,342 | $5,596-4.5% | $13,411-60.2% | $4,888+9.3% |