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 | $205,792 | $82,664+149.0% | $125,339+64.2% | $68,494+200.5% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -5.92% | -5.97%+0.1pp | 572.05%-578.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $7,819 | $3,381+131.3% | $4,814+62.4% | $2,596+201.2% |
| Participant deferral / active EE | $10,608 | $6,110+73.6% | $7,446+42.5% | $4,027+163.4% |
| Admin fee / account holder | $6,589 | $6,275+5.0% | $10,010-34.2% | $5,403+22.0% |