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 | $172,302 | $72,404+138.0% | $110,238+56.3% | $64,186+168.4% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.2pp |
| Annual return | -4.13% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $6,646 | $2,282+191.3% | $3,826+73.7% | $2,381+179.1% |
| Participant deferral / active EE | $10,588 | $3,469+205.2% | $4,672+126.6% | $3,470+205.2% |
| Admin fee / account holder | $17,099 | $5,664+201.9% | $8,547+100.1% | $4,888+249.8% |