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 | $207,398 | $42,894+383.5% | $60,874+240.7% | $68,494+202.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 11.76% | -13.98%+25.7pp | 16.90%-5.1pp | -7.84%+19.6pp |
| Employer contribution / active EE | $8,894 | $1,978+349.6% | $2,701+229.2% | $2,596+242.6% |
| Participant deferral / active EE | $2,924 | $2,867+2.0% | $3,817-23.4% | $4,027-27.4% |
| Admin fee / account holder | $9,703 | $3,101+212.9% | $3,224+200.9% | $5,403+79.6% |