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 | $159,766 | $77,813+105.3% | $123,544+29.3% | $64,186+148.9% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -4.81% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,111 | $3,014+136.0% | $4,628+53.7% | $2,381+198.7% |
| Participant deferral / active EE | $10,534 | $5,240+101.0% | $6,426+63.9% | $3,470+203.6% |
| Admin fee / account holder | $37,599 | $5,519+581.3% | $9,284+305.0% | $4,888+669.2% |