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 | $225,082 | $77,813+189.3% | $123,544+82.2% | $64,186+250.7% |
| Participation rate | 92.4% | 74.7%+17.7pp | 82.3%+10.1pp | 69.6%+22.8pp |
| Annual return | -5.96% | 12.48%-18.4pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,672 | $3,014+21.8% | $4,628-20.7% | $2,381+54.2% |
| Participant deferral / active EE | $9,015 | $5,240+72.0% | $6,426+40.3% | $3,470+159.8% |
| Admin fee / account holder | $19,798 | $5,519+258.8% | $9,284+113.3% | $4,888+305.0% |