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 | $145,664 | $77,813+87.2% | $123,544+17.9% | $64,186+126.9% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -4.82% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $11,982 | $3,014+297.6% | $4,628+158.9% | $2,381+403.3% |
| Participant deferral / active EE | $8,093 | $5,240+54.4% | $6,426+25.9% | $3,470+133.3% |
| Admin fee / account holder | $27,136 | $5,519+391.7% | $9,284+192.3% | $4,888+455.2% |