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 | $170,850 | $85,790+99.1% | $67,313+153.8% | $135,375+26.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | -8.87% | -0.54%-8.3pp | -4.08%-4.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $7,765 | $3,487+122.7% | $2,566+202.6% | $4,779+62.5% |
| Participant deferral / active EE | $9,862 | $4,651+112.0% | $3,568+176.4% | $5,609+75.8% |
| Admin fee / account holder | $16,321 | $6,392+155.3% | $4,507+262.1% | $10,827+50.7% |