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 | $216,473 | $82,664+161.9% | $125,339+72.7% | $68,494+216.0% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -19.02% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,006 | $3,381+48.1% | $4,814+4.0% | $2,596+92.8% |
| Participant deferral / active EE | $9,197 | $6,110+50.5% | $7,446+23.5% | $4,027+128.4% |
| Admin fee / account holder | $7,058 | $6,275+12.5% | $10,010-29.5% | $5,403+30.6% |