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 | $234,173 | $82,664+183.3% | $125,339+86.8% | $68,494+241.9% |
| Participation rate | 94.4% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | 5.12% | -5.97%+11.1pp | 572.05%-566.9pp | -7.84%+13.0pp |
| Employer contribution / active EE | $6,028 | $3,381+78.3% | $4,814+25.2% | $2,596+132.2% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $508 | $6,275-91.9% | $10,010-94.9% | $5,403-90.6% |