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 | $249,610 | $76,000+228.4% | $154,107+62.0% | $64,186+288.9% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,808 | $3,351+43.5% | $5,298-9.2% | $2,381+101.9% |
| Participant deferral / active EE | $6,008 | $3,175+89.2% | $5,081+18.3% | $3,470+73.2% |
| Admin fee / account holder | $8,004 | $5,596+43.0% | $13,411-40.3% | $4,888+63.7% |