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 | $200,907 | $82,664+143.0% | $125,339+60.3% | $68,494+193.3% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,590 | $3,381+35.8% | $4,814-4.6% | $2,596+76.8% |
| Participant deferral / active EE | $9,427 | $6,110+54.3% | $7,446+26.6% | $4,027+134.1% |
| Admin fee / account holder | $21,779 | $6,275+247.0% | $10,010+117.6% | $5,403+303.1% |