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 | $228,179 | $91,538+149.3% | $129,995+75.5% | $75,163+203.6% |
| Participation rate | 72.0% | 71.4%+0.6pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 17.73% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,923 | $2,845+37.9% | $4,320-9.2% | $2,670+46.9% |
| Participant deferral / active EE | $8,978 | $4,341+106.8% | $5,820+54.3% | $4,125+117.6% |
| Admin fee / account holder | $3,297 | $6,790-51.5% | $10,614-68.9% | $5,651-41.7% |