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 | $249,774 | $167,307+49.3% | $143,757+73.7% | $134,475+85.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.17% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $9,596 | $5,619+70.8% | $4,951+93.8% | $4,740+102.5% |
| Participant deferral / active EE | $8,731 | $6,446+35.5% | $5,637+54.9% | $6,400+36.4% |
| Admin fee / account holder | $17,062 | $18,088-5.7% | $14,673+16.3% | $11,426+49.3% |