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 | $236,426 | $77,813+203.8% | $123,544+91.4% | $64,186+268.3% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -5.48% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,878 | $3,014+95.0% | $4,628+27.0% | $2,381+146.9% |
| Participant deferral / active EE | $6,342 | $5,240+21.0% | $6,426-1.3% | $3,470+82.8% |
| Admin fee / account holder | $17,503 | $5,519+217.2% | $9,284+88.5% | $4,888+258.1% |