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 | $235,469 | $77,813+202.6% | $123,544+90.6% | $64,186+266.9% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.3%+12.2pp | 69.6%+25.0pp |
| Annual return | -4.52% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $9,437 | $3,014+213.1% | $4,628+103.9% | $2,381+296.4% |
| Participant deferral / active EE | $6,212 | $5,240+18.6% | $6,426-3.3% | $3,470+79.0% |
| Admin fee / account holder | $27,311 | $5,519+394.9% | $9,284+194.2% | $4,888+458.7% |