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 | $199,792 | $77,813+156.8% | $123,544+61.7% | $64,186+211.3% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -2.57% | 12.48%-15.1pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $8,553 | $3,014+183.8% | $4,628+84.8% | $2,381+259.3% |
| Participant deferral / active EE | $7,098 | $5,240+35.5% | $6,426+10.5% | $3,470+104.6% |
| Admin fee / account holder | $15,380 | $5,519+178.7% | $9,284+65.7% | $4,888+214.6% |