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 | $211,512 | $76,000+178.3% | $154,107+37.2% | $64,186+229.5% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $10,623 | $3,351+217.0% | $5,298+100.5% | $2,381+346.2% |
| Participant deferral / active EE | $6,743 | $3,175+112.4% | $5,081+32.7% | $3,470+94.4% |
| Admin fee / account holder | $10,969 | $5,596+96.0% | $13,411-18.2% | $4,888+124.4% |