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 | $206,132 | $76,000+171.2% | $154,107+33.8% | $64,186+221.2% |
| Participation rate | 87.7% | 70.4%+17.3pp | 83.0%+4.7pp | 69.6%+18.2pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $10,169 | $3,351+203.5% | $5,298+91.9% | $2,381+327.1% |
| Participant deferral / active EE | $5,923 | $3,175+86.5% | $5,081+16.6% | $3,470+70.7% |
| Admin fee / account holder | $10,059 | $5,596+79.7% | $13,411-25.0% | $4,888+105.8% |