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 | $242,710 | $76,000+219.4% | $154,107+57.5% | $64,186+278.1% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | -1.99% | 30.32%-32.3pp | 735.12%-737.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $6,974 | $3,351+108.1% | $5,298+31.6% | $2,381+192.9% |
| Participant deferral / active EE | $5,571 | $3,175+75.4% | $5,081+9.6% | $3,470+60.6% |
| Admin fee / account holder | $2,415 | $5,596-56.8% | $13,411-82.0% | $4,888-50.6% |