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 | $218,118 | $77,813+180.3% | $123,544+76.6% | $64,186+239.8% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -4.03% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $7,596 | $3,014+152.0% | $4,628+64.1% | $2,381+219.0% |
| Participant deferral / active EE | $11,513 | $5,240+119.7% | $6,426+79.2% | $3,470+231.8% |
| Admin fee / account holder | $591 | $5,519-89.3% | $9,284-93.6% | $4,888-87.9% |