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 | $190,858 | $75,828+151.7% | $147,614+29.3% | $59,632+220.1% |
| Participation rate | 98.1% | 71.6%+26.5pp | 84.6%+13.5pp | 68.7%+29.4pp |
| Annual return | -1.01% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $4,228 | $3,485+21.3% | $5,564-24.0% | $2,203+91.9% |
| Participant deferral / active EE | $11,721 | $3,130+274.4% | $4,895+139.4% | $3,192+267.2% |
| Admin fee / account holder | $25,393 | $5,985+324.3% | $11,611+118.7% | $4,297+491.0% |