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 | $222,572 | $82,664+169.3% | $125,339+77.6% | $68,494+224.9% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,111 | $3,381+51.2% | $4,814+6.2% | $2,596+96.9% |
| Participant deferral / active EE | $7,460 | $6,110+22.1% | $7,446+0.2% | $4,027+85.2% |
| Admin fee / account holder | $82,425 | $6,275+1213.5% | $10,010+723.5% | $5,403+1425.6% |