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 | $235,578 | $167,307+40.8% | $143,757+63.9% | $134,475+75.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -13.67% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $8,717 | $5,619+55.1% | $4,951+76.1% | $4,740+83.9% |
| Participant deferral / active EE | $7,565 | $6,446+17.4% | $5,637+34.2% | $6,400+18.2% |
| Admin fee / account holder | $417,551 | $18,088+2208.4% | $14,673+2745.7% | $11,426+3554.4% |