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 | $195,324 | $57,354+240.6% | $83,848+132.9% | $64,186+204.3% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.3pp | 69.6%+27.9pp |
| Annual return | -8.37% | 11.38%-19.8pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $10,986 | $2,545+331.6% | $3,631+202.6% | $2,381+361.4% |
| Participant deferral / active EE | $5,679 | $2,993+89.7% | $4,082+39.1% | $3,470+63.7% |
| Admin fee / account holder | $7,217 | $4,046+78.4% | $5,478+31.7% | $4,888+47.6% |