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 | $149,018 | $77,813+91.5% | $123,544+20.6% | $64,186+132.2% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -3.10% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,635 | $3,014+20.6% | $4,628-21.4% | $2,381+52.7% |
| Participant deferral / active EE | $9,812 | $5,240+87.3% | $6,426+52.7% | $3,470+182.8% |
| Admin fee / account holder | $38,123 | $5,519+590.8% | $9,284+310.6% | $4,888+679.9% |