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 | $207,005 | $77,813+166.0% | $123,544+67.6% | $64,186+222.5% |
| Participation rate | 98.9% | 74.7%+24.1pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,582 | $3,014+118.4% | $4,628+42.2% | $2,381+176.4% |
| Participant deferral / active EE | $10,214 | $5,240+94.9% | $6,426+59.0% | $3,470+194.4% |
| Admin fee / account holder | $9,833 | $5,519+78.2% | $9,284+5.9% | $4,888+101.2% |