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 | $185,722 | $59,107+214.2% | $86,436+114.9% | $68,494+171.1% |
| Participation rate | 92.6% | 75.2%+17.3pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -17.37% | -0.23%-17.1pp | 4394.89%-4412.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,818 | $2,519+91.3% | $3,769+27.9% | $2,596+85.6% |
| Participant deferral / active EE | $12,747 | $5,901+116.0% | $6,952+83.4% | $4,027+216.5% |
| Admin fee / account holder | $6,256 | $5,637+11.0% | $6,731-7.1% | $5,403+15.8% |