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 | $159,368 | $94,529+68.6% | $140,016+13.8% | $64,186+148.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.78% | 7.77%-12.5pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $31,035 | $3,812+714.0% | $5,606+453.6% | $2,381+1203.5% |
| Participant deferral / active EE | $7,462 | $5,250+42.1% | $6,927+7.7% | $3,470+115.1% |
| Admin fee / account holder | $14,830 | $6,741+120.0% | $10,705+38.5% | $4,888+203.4% |