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 9-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 | $213,494 | $72,404+194.9% | $110,238+93.7% | $64,186+232.6% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | -6.74% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,962 | $2,282+29.8% | $3,826-22.6% | $2,381+24.4% |
| Participant deferral / active EE | $9,804 | $3,469+182.6% | $4,672+109.9% | $3,470+182.6% |
| Admin fee / account holder | $3,132 | $5,664-44.7% | $8,547-63.4% | $4,888-35.9% |