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 | $198,298 | $72,404+173.9% | $110,238+79.9% | $64,186+208.9% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | -6.54% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,830 | $2,282+24.0% | $3,826-26.1% | $2,381+18.8% |
| Participant deferral / active EE | $6,689 | $3,469+92.8% | $4,672+43.2% | $3,470+92.8% |
| Admin fee / account holder | $10,496 | $5,664+85.3% | $8,547+22.8% | $4,888+114.7% |