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 | $177,152 | $77,813+127.7% | $123,544+43.4% | $64,186+176.0% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -4.62% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $11,364 | $3,014+277.0% | $4,628+145.6% | $2,381+377.3% |
| Participant deferral / active EE | $11,557 | $5,240+120.6% | $6,426+79.9% | $3,470+233.1% |
| Admin fee / account holder | $42,555 | $5,519+671.1% | $9,284+358.4% | $4,888+770.6% |