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 | $199,378 | $94,529+110.9% | $140,016+42.4% | $64,186+210.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.85% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $8,032 | $3,812+110.7% | $5,606+43.3% | $2,381+237.4% |
| Participant deferral / active EE | $3,829 | $5,250-27.1% | $6,927-44.7% | $3,470+10.4% |
| Admin fee / account holder | $5,726 | $6,741-15.1% | $10,705-46.5% | $4,888+17.1% |