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 | $168,250 | $72,404+132.4% | $110,238+52.6% | $64,186+162.1% |
| Participation rate | 96.1% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | -7.04% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,043 | $2,282+208.7% | $3,826+84.0% | $2,381+195.8% |
| Participant deferral / active EE | $13,371 | $3,469+285.4% | $4,672+186.2% | $3,470+285.4% |
| Admin fee / account holder | $13,072 | $5,664+130.8% | $8,547+52.9% | $4,888+167.4% |