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 | $225,639 | $77,813+190.0% | $123,544+82.6% | $64,186+251.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -3.86% | 12.48%-16.3pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,587 | $3,014-14.2% | $4,628-44.1% | $2,381+8.6% |
| Participant deferral / active EE | $11,044 | $5,240+110.8% | $6,426+71.9% | $3,470+218.3% |
| Admin fee / account holder | $52,354 | $5,519+848.7% | $9,284+463.9% | $4,888+971.1% |