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 | $148,960 | $72,404+105.7% | $110,238+35.1% | $64,186+132.1% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | -6.48% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $12,937 | $2,282+467.0% | $3,826+238.1% | $2,381+443.4% |
| Participant deferral / active EE | $4,848 | $3,469+39.8% | $4,672+3.8% | $3,470+39.7% |
| Admin fee / account holder | $12,460 | $5,664+120.0% | $8,547+45.8% | $4,888+154.9% |