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 | $185,980 | $57,354+224.3% | $83,848+121.8% | $64,186+189.8% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -3.87% | 11.38%-15.3pp | 850.88%-854.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,912 | $2,545+14.4% | $3,631-19.8% | $2,381+22.3% |
| Participant deferral / active EE | $9,981 | $2,993+233.5% | $4,082+144.5% | $3,470+187.7% |
| Admin fee / account holder | $3,841 | $4,046-5.1% | $5,478-29.9% | $4,888-21.4% |