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 | $194,330 | $77,813+149.7% | $123,544+57.3% | $64,186+202.8% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -8.00% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $6,247 | $3,014+107.3% | $4,628+35.0% | $2,381+162.4% |
| Participant deferral / active EE | $5,609 | $5,240+7.1% | $6,426-12.7% | $3,470+61.7% |
| Admin fee / account holder | $1,766 | $5,519-68.0% | $9,284-81.0% | $4,888-63.9% |