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 | $215,322 | $73,867+191.5% | $143,757+49.8% | $68,494+214.4% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -18.58% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $7,683 | $3,184+141.3% | $4,951+55.2% | $2,596+195.9% |
| Participant deferral / active EE | $11,434 | $3,384+237.9% | $5,637+102.8% | $4,027+183.9% |
| Admin fee / account holder | $7,414 | $5,755+28.8% | $14,673-49.5% | $5,403+37.2% |