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 8-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 | $193,227 | $76,000+154.2% | $154,107+25.4% | $64,186+201.0% |
| Participation rate | 92.2% | 70.4%+21.8pp | 83.0%+9.2pp | 69.6%+22.6pp |
| Annual return | -5.63% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $8,873 | $3,351+164.8% | $5,298+67.5% | $2,381+272.7% |
| Participant deferral / active EE | $5,379 | $3,175+69.4% | $5,081+5.9% | $3,470+55.0% |
| Admin fee / account holder | $3,439 | $5,596-38.5% | $13,411-74.4% | $4,888-29.6% |