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 | $200,785 | $77,813+158.0% | $123,544+62.5% | $64,186+212.8% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -4.37% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,236 | $3,014+40.6% | $4,628-8.5% | $2,381+77.9% |
| Participant deferral / active EE | $6,741 | $5,240+28.7% | $6,426+4.9% | $3,470+94.3% |
| Admin fee / account holder | $27,234 | $5,519+393.5% | $9,284+193.3% | $4,888+457.2% |