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 | $239,674 | $110,094+117.7% | $151,611+58.1% | $68,494+249.9% |
| Participation rate | 98.3% | 84.0%+14.3pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -7.73% | -10.12%+2.4pp | 3.33%-11.1pp | -7.84%+0.1pp |
| Employer contribution / active EE | $9,280 | $4,471+107.6% | $6,166+50.5% | $2,596+257.4% |
| Participant deferral / active EE | $14,136 | $6,527+116.6% | $8,363+69.0% | $4,027+251.0% |
| Admin fee / account holder | $30,238 | $7,719+291.8% | $11,616+160.3% | $5,403+459.7% |