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 | $186,109 | $72,404+157.0% | $110,238+68.8% | $64,186+190.0% |
| Participation rate | 90.1% | 73.3%+16.8pp | 79.8%+10.3pp | 69.6%+20.6pp |
| Annual return | -6.78% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,732 | $2,282+63.6% | $3,826-2.5% | $2,381+56.8% |
| Participant deferral / active EE | $7,466 | $3,469+115.2% | $4,672+59.8% | $3,470+115.2% |
| Admin fee / account holder | $15,969 | $5,664+181.9% | $8,547+86.8% | $4,888+226.7% |