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 | $237,573 | $46,360+412.5% | $147,614+60.9% | $52,331+354.0% |
| Participation rate | 87.5% | 64.9%+22.6pp | 84.6%+2.9pp | 68.1%+19.4pp |
| Annual return | -0.69% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $10,229 | $2,126+381.1% | $5,564+83.8% | $1,882+443.6% |
| Participant deferral / active EE | $9,258 | $2,258+310.1% | $4,895+89.1% | $3,022+206.3% |
| Admin fee / account holder | $10,066 | $766+1214.5% | $11,611-13.3% | $592+1601.6% |