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 | $225,961 | $77,813+190.4% | $123,544+82.9% | $64,186+252.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -6.10% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,639 | $3,014+20.7% | $4,628-21.4% | $2,381+52.8% |
| Participant deferral / active EE | $12,260 | $5,240+134.0% | $6,426+90.8% | $3,470+253.4% |
| Admin fee / account holder | $1,083 | $5,519-80.4% | $9,284-88.3% | $4,888-77.8% |