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 | $183,603 | $77,813+136.0% | $123,544+48.6% | $64,186+186.1% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.3pp |
| Annual return | -6.18% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,904 | $3,014-36.8% | $4,628-58.9% | $2,381-20.0% |
| Participant deferral / active EE | $10,031 | $5,240+91.4% | $6,426+56.1% | $3,470+189.1% |
| Admin fee / account holder | $1,545 | $5,519-72.0% | $9,284-83.4% | $4,888-68.4% |