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 | $193,721 | $77,813+149.0% | $123,544+56.8% | $64,186+201.8% |
| Participation rate | 89.1% | 74.7%+14.4pp | 82.3%+6.8pp | 69.6%+19.5pp |
| Annual return | -5.39% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $9,078 | $3,014+201.2% | $4,628+96.2% | $2,381+281.3% |
| Participant deferral / active EE | $8,408 | $5,240+60.5% | $6,426+30.9% | $3,470+142.3% |
| Admin fee / account holder | $30,387 | $5,519+450.6% | $9,284+227.3% | $4,888+521.7% |