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 | $238,442 | $92,222+158.6% | $76,768+210.6% | $135,375+76.1% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -4.43% | 5.46%-9.9pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $12,639 | $3,216+293.0% | $2,485+408.6% | $4,779+164.5% |
| Participant deferral / active EE | $12,894 | $4,509+186.0% | $3,852+234.8% | $5,609+129.9% |
| Admin fee / account holder | $72,472 | $10,748+574.3% | $6,675+985.7% | $10,827+569.4% |