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 | $192,498 | $77,813+147.4% | $123,544+55.8% | $64,186+199.9% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -3.58% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,917 | $3,014+29.9% | $4,628-15.4% | $2,381+64.5% |
| Participant deferral / active EE | $8,584 | $5,240+63.8% | $6,426+33.6% | $3,470+147.4% |
| Admin fee / account holder | $60,059 | $5,519+988.3% | $9,284+546.9% | $4,888+1128.7% |