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 | $172,664 | $77,813+121.9% | $123,544+39.8% | $64,186+169.0% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.3%+10.7pp | 69.6%+23.5pp |
| Annual return | -4.15% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,329 | $3,014+76.8% | $4,628+15.2% | $2,381+123.8% |
| Participant deferral / active EE | $9,344 | $5,240+78.3% | $6,426+45.4% | $3,470+169.3% |
| Admin fee / account holder | $40,760 | $5,519+638.6% | $9,284+339.0% | $4,888+733.9% |