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 | $241,340 | $107,791+123.9% | $90,645+166.2% | $135,375+78.3% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.0%+18.8pp | 82.6%+10.2pp |
| Annual return | -7.95% | -0.90%-7.1pp | 1.88%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,595 | $3,018+52.3% | $2,532+81.5% | $4,779-3.8% |
| Participant deferral / active EE | $11,470 | $3,872+196.2% | $3,425+234.9% | $5,609+104.5% |
| Admin fee / account holder | $13,266 | $5,930+123.7% | $4,994+165.6% | $10,827+22.5% |