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 | $214,908 | $56,199+282.4% | $67,652+217.7% | $59,632+260.4% |
| Participation rate | 97.1% | 71.5%+25.6pp | 75.7%+21.4pp | 68.7%+28.4pp |
| Annual return | -0.24% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $11,199 | $1,614+593.6% | $2,266+394.3% | $2,203+408.4% |
| Participant deferral / active EE | $7,036 | $2,844+147.4% | $3,560+97.7% | $3,192+120.4% |
| Admin fee / account holder | $4,403 | $3,958+11.2% | $4,821-8.7% | $4,297+2.5% |