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 | $205,442 | $77,813+164.0% | $123,544+66.3% | $64,186+220.1% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,470 | $3,014+114.7% | $4,628+39.8% | $2,381+171.7% |
| Participant deferral / active EE | $11,459 | $5,240+118.7% | $6,426+78.3% | $3,470+230.3% |
| Admin fee / account holder | $15,150 | $5,519+174.5% | $9,284+63.2% | $4,888+209.9% |