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 | $153,552 | $77,813+97.3% | $123,544+24.3% | $64,186+139.2% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -0.68% | 12.48%-13.2pp | 119.20%-119.9pp | 7.63%-8.3pp |
| Employer contribution / active EE | $4,212 | $3,014+39.7% | $4,628-9.0% | $2,381+76.9% |
| Participant deferral / active EE | $7,044 | $5,240+34.4% | $6,426+9.6% | $3,470+103.0% |
| Admin fee / account holder | $6,916 | $5,519+25.3% | $9,284-25.5% | $4,888+41.5% |