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 | $219,184 | $76,000+188.4% | $154,107+42.2% | $64,186+241.5% |
| Participation rate | 72.7% | 70.4%+2.3pp | 83.0%-10.3pp | 69.6%+3.2pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $10,179 | $3,351+203.8% | $5,298+92.2% | $2,381+327.5% |
| Participant deferral / active EE | $5,698 | $3,175+79.4% | $5,081+12.1% | $3,470+64.2% |
| Admin fee / account holder | $3,424 | $5,596-38.8% | $13,411-74.5% | $4,888-29.9% |