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 | $215,959 | $76,000+184.2% | $154,107+40.1% | $64,186+236.5% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -3.78% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $8,479 | $3,351+153.0% | $5,298+60.1% | $2,381+256.1% |
| Participant deferral / active EE | $4,714 | $3,175+48.5% | $5,081-7.2% | $3,470+35.9% |
| Admin fee / account holder | $124,458 | $5,596+2124.0% | $13,411+828.0% | $4,888+2446.2% |