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 | $206,997 | $82,664+150.4% | $125,339+65.1% | $68,494+202.2% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -9.62% | -5.97%-3.7pp | 572.05%-581.7pp | -7.84%-1.8pp |
| Employer contribution / active EE | $11,377 | $3,381+236.5% | $4,814+136.4% | $2,596+338.2% |
| Participant deferral / active EE | $10,591 | $6,110+73.3% | $7,446+42.2% | $4,027+163.0% |
| Admin fee / account holder | $45,407 | $6,275+623.6% | $10,010+353.6% | $5,403+740.4% |