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 | $184,300 | $72,404+154.5% | $110,238+67.2% | $64,186+187.1% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.0pp | 69.6%+26.3pp |
| Annual return | -7.50% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $7,113 | $2,282+211.8% | $3,826+85.9% | $2,381+198.8% |
| Participant deferral / active EE | $7,714 | $3,469+122.4% | $4,672+65.1% | $3,470+122.3% |
| Admin fee / account holder | $22,383 | $5,664+295.1% | $8,547+161.9% | $4,888+357.9% |