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 | $243,284 | $82,286+195.7% | $68,791+253.7% | $134,475+80.9% |
| Participation rate | 95.8% | 75.1%+20.8pp | 69.0%+26.8pp | 81.2%+14.6pp |
| Annual return | -11.61% | -2.19%-9.4pp | -6.38%-5.2pp | 417.96%-429.6pp |
| Employer contribution / active EE | $17,058 | $3,301+416.8% | $2,655+542.4% | $4,740+259.9% |
| Participant deferral / active EE | $12,840 | $4,739+171.0% | $3,941+225.8% | $6,400+100.6% |
| Admin fee / account holder | $36,371 | $6,481+461.2% | $4,932+637.5% | $11,426+218.3% |