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 | $213,697 | $77,813+174.6% | $123,544+73.0% | $64,186+232.9% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $11,147 | $3,014+269.9% | $4,628+140.9% | $2,381+368.2% |
| Participant deferral / active EE | $11,782 | $5,240+124.8% | $6,426+83.4% | $3,470+239.6% |
| Admin fee / account holder | $15,383 | $5,519+178.8% | $9,284+65.7% | $4,888+214.7% |