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 | $242,763 | $94,529+156.8% | $140,016+73.4% | $64,186+278.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 87.5%+2.0pp | 69.6%+19.9pp |
| Annual return | -7.18% | 7.77%-14.9pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $8,449 | $3,812+121.6% | $5,606+50.7% | $2,381+254.9% |
| Participant deferral / active EE | $11,860 | $5,250+125.9% | $6,927+71.2% | $3,470+241.8% |
| Admin fee / account holder | $40,946 | $6,741+507.4% | $10,705+282.5% | $4,888+737.7% |