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 | $240,552 | $76,000+216.5% | $154,107+56.1% | $64,186+274.8% |
| Participation rate | 92.6% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+23.0pp |
| Annual return | -4.76% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $20,115 | $3,351+500.3% | $5,298+279.7% | $2,381+744.9% |
| Participant deferral / active EE | $5,012 | $3,175+57.8% | $5,081-1.4% | $3,470+44.4% |
| Admin fee / account holder | $61,266 | $5,596+994.8% | $13,411+356.8% | $4,888+1153.4% |