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 | $230,756 | $76,000+203.6% | $154,107+49.7% | $64,186+259.5% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -4.95% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $12,049 | $3,351+259.6% | $5,298+127.4% | $2,381+406.1% |
| Participant deferral / active EE | $8,136 | $3,175+156.2% | $5,081+60.1% | $3,470+134.5% |
| Admin fee / account holder | $33,437 | $5,596+497.5% | $13,411+149.3% | $4,888+584.1% |