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 | $180,282 | $77,813+131.7% | $123,544+45.9% | $64,186+180.9% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -6.12% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,817 | $3,014+126.2% | $4,628+47.3% | $2,381+186.3% |
| Participant deferral / active EE | $6,176 | $5,240+17.9% | $6,426-3.9% | $3,470+78.0% |
| Admin fee / account holder | $12,536 | $5,519+127.2% | $9,284+35.0% | $4,888+156.5% |