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 | $213,707 | $72,404+195.2% | $110,238+93.9% | $64,186+233.0% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.6%+16.5pp |
| Annual return | -3.62% | -6.29%+2.7pp | 314.74%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,471 | $2,282+52.2% | $3,826-9.3% | $2,381+45.8% |
| Participant deferral / active EE | $5,633 | $3,469+62.4% | $4,672+20.6% | $3,470+62.4% |
| Admin fee / account holder | $22,475 | $5,664+296.8% | $8,547+162.9% | $4,888+359.8% |