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 | $160,976 | $77,813+106.9% | $123,544+30.3% | $64,186+150.8% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -5.60% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,822 | $3,014+93.2% | $4,628+25.8% | $2,381+144.6% |
| Participant deferral / active EE | $4,978 | $5,240-5.0% | $6,426-22.5% | $3,470+43.5% |
| Admin fee / account holder | $10,521 | $5,519+90.6% | $9,284+13.3% | $4,888+115.2% |