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 | $244,142 | $77,813+213.8% | $123,544+97.6% | $64,186+280.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.61% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,322 | $3,014-56.1% | $4,628-71.4% | $2,381-44.5% |
| Participant deferral / active EE | $14,029 | $5,240+167.7% | $6,426+118.3% | $3,470+304.3% |
| Admin fee / account holder | $2,023 | $5,519-63.3% | $9,284-78.2% | $4,888-58.6% |