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 | $215,151 | $54,350+295.9% | $82,719+160.1% | $68,494+214.1% |
| Participation rate | 84.2% | 63.9%+20.3pp | 72.6%+11.7pp | 67.9%+16.3pp |
| Annual return | -19.34% | -13.67%-5.7pp | 701.18%-720.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $7,657 | $2,218+245.2% | $3,009+154.5% | $2,596+194.9% |
| Participant deferral / active EE | $4,390 | $3,246+35.2% | $4,395-0.1% | $4,027+9.0% |
| Admin fee / account holder | $10,670 | $4,395+142.7% | $5,329+100.2% | $5,403+97.5% |