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 | $223,089 | $69,010+223.3% | $159,960+39.5% | $68,494+225.7% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.8pp | 67.9%+17.8pp |
| Annual return | -17.31% | -9.65%-7.7pp | 408.60%-425.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,270 | $2,213+183.3% | $4,226+48.4% | $2,596+141.5% |
| Participant deferral / active EE | $12,445 | $4,212+195.5% | $6,182+101.3% | $4,027+209.0% |
| Admin fee / account holder | $9,933 | $4,798+107.0% | $8,698+14.2% | $5,403+83.8% |