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 | $214,127 | $54,229+294.9% | $70,092+205.5% | $68,494+212.6% |
| Participation rate | 87.5% | 64.5%+23.0pp | 70.5%+17.0pp | 67.9%+19.6pp |
| Annual return | -17.89% | -13.87%-4.0pp | 190.73%-208.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,470 | $2,018+171.0% | $2,559+113.8% | $2,596+110.7% |
| Participant deferral / active EE | $12,636 | $2,956+327.5% | $3,849+228.3% | $4,027+213.8% |
| Admin fee / account holder | $13,826 | $4,694+194.5% | $6,267+120.6% | $5,403+155.9% |