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 | $190,438 | $77,813+144.7% | $123,544+54.1% | $64,186+196.7% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -2.94% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $6,150 | $3,014+104.1% | $4,628+32.9% | $2,381+158.3% |
| Participant deferral / active EE | $6,366 | $5,240+21.5% | $6,426-0.9% | $3,470+83.5% |
| Admin fee / account holder | $38,350 | $5,519+594.9% | $9,284+313.1% | $4,888+684.6% |