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 | $204,644 | $77,813+163.0% | $123,544+65.6% | $64,186+218.8% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -5.98% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,273 | $3,014+141.3% | $4,628+57.2% | $2,381+205.5% |
| Participant deferral / active EE | $7,886 | $5,240+50.5% | $6,426+22.7% | $3,470+127.3% |
| Admin fee / account holder | $2,464 | $5,519-55.4% | $9,284-73.5% | $4,888-49.6% |