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 | $170,158 | $77,813+118.7% | $123,544+37.7% | $64,186+165.1% |
| Participation rate | 90.8% | 74.7%+16.1pp | 82.3%+8.5pp | 69.6%+21.2pp |
| Annual return | -4.95% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,129 | $3,014+3.8% | $4,628-32.4% | $2,381+31.4% |
| Participant deferral / active EE | $9,135 | $5,240+74.3% | $6,426+42.2% | $3,470+163.3% |
| Admin fee / account holder | $3,883 | $5,519-29.6% | $9,284-58.2% | $4,888-20.6% |