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 | $186,231 | $72,404+157.2% | $110,238+68.9% | $64,186+190.1% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -5.96% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,922 | $2,282+28.1% | $3,826-23.6% | $2,381+22.7% |
| Participant deferral / active EE | $8,304 | $3,469+139.4% | $4,672+77.7% | $3,470+139.3% |
| Admin fee / account holder | $30,966 | $5,664+446.7% | $8,547+262.3% | $4,888+533.5% |