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 | $212,232 | $77,813+172.7% | $123,544+71.8% | $64,186+230.7% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.3%+10.7pp | 69.6%+23.5pp |
| Annual return | -3.71% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,687 | $3,014+22.3% | $4,628-20.3% | $2,381+54.9% |
| Participant deferral / active EE | $7,814 | $5,240+49.1% | $6,426+21.6% | $3,470+125.2% |
| Admin fee / account holder | $21,163 | $5,519+283.5% | $9,284+128.0% | $4,888+333.0% |