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 | $218,865 | $82,664+164.8% | $125,339+74.6% | $68,494+219.5% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -13.35% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $13,590 | $3,381+302.0% | $4,814+182.3% | $2,596+423.5% |
| Participant deferral / active EE | $12,416 | $6,110+103.2% | $7,446+66.7% | $4,027+208.3% |
| Admin fee / account holder | $128,882 | $6,275+1953.7% | $10,010+1187.6% | $5,403+2285.5% |