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 | $205,126 | $77,813+163.6% | $123,544+66.0% | $64,186+219.6% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.3pp |
| Annual return | -5.21% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $10,328 | $3,014+242.7% | $4,628+123.2% | $2,381+333.8% |
| Participant deferral / active EE | $7,987 | $5,240+52.4% | $6,426+24.3% | $3,470+130.2% |
| Admin fee / account holder | $3,194 | $5,519-42.1% | $9,284-65.6% | $4,888-34.6% |