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 | $174,841 | $77,813+124.7% | $123,544+41.5% | $64,186+172.4% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -5.03% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,093 | $3,014+102.2% | $4,628+31.7% | $2,381+155.9% |
| Participant deferral / active EE | $12,309 | $5,240+134.9% | $6,426+91.6% | $3,470+254.8% |
| Admin fee / account holder | $3,054 | $5,519-44.7% | $9,284-67.1% | $4,888-37.5% |