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 | $167,985 | $72,404+132.0% | $110,238+52.4% | $64,186+161.7% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | -4.69% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,976 | $2,282+74.2% | $3,826+3.9% | $2,381+67.0% |
| Participant deferral / active EE | $8,659 | $3,469+149.6% | $4,672+85.3% | $3,470+149.6% |
| Admin fee / account holder | $18,326 | $5,664+223.5% | $8,547+114.4% | $4,888+274.9% |