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 | $205,027 | $77,813+163.5% | $123,544+66.0% | $64,186+219.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.22% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $14,006 | $3,014+364.7% | $4,628+202.7% | $2,381+488.3% |
| Participant deferral / active EE | $9,642 | $5,240+84.0% | $6,426+50.1% | $3,470+177.9% |
| Admin fee / account holder | $28,788 | $5,519+421.7% | $9,284+210.1% | $4,888+489.0% |