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 | $214,854 | $77,813+176.1% | $123,544+73.9% | $64,186+234.7% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -3.61% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,542 | $3,014+50.7% | $4,628-1.9% | $2,381+90.8% |
| Participant deferral / active EE | $10,775 | $5,240+105.6% | $6,426+67.7% | $3,470+210.6% |
| Admin fee / account holder | $1,940 | $5,519-64.9% | $9,284-79.1% | $4,888-60.3% |