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 | $154,014 | $99,032+55.5% | $80,019+92.5% | $135,375+13.8% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -8.46% | 15.39%-23.8pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $7,237 | $3,043+137.8% | $2,468+193.2% | $4,779+51.4% |
| Participant deferral / active EE | $9,491 | $4,282+121.6% | $3,686+157.5% | $5,609+69.2% |
| Admin fee / account holder | $21,056 | $10,436+101.8% | $6,521+222.9% | $10,827+94.5% |