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 | $202,820 | $76,000+166.9% | $154,107+31.6% | $64,186+216.0% |
| Participation rate | 89.7% | 70.4%+19.3pp | 83.0%+6.7pp | 69.6%+20.2pp |
| Annual return | -2.94% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,269 | $3,351+116.9% | $5,298+37.2% | $2,381+205.3% |
| Participant deferral / active EE | $12,506 | $3,175+293.9% | $5,081+146.2% | $3,470+260.5% |
| Admin fee / account holder | $47,584 | $5,596+750.3% | $13,411+254.8% | $4,888+873.5% |