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 | $189,162 | $73,867+156.1% | $143,757+31.6% | $68,494+176.2% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -19.30% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $7,214 | $3,184+126.6% | $4,951+45.7% | $2,596+177.9% |
| Participant deferral / active EE | $4,051 | $3,384+19.7% | $5,637-28.1% | $4,027+0.6% |
| Admin fee / account holder | $32,791 | $5,755+469.8% | $14,673+123.5% | $5,403+506.9% |