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 | $165,012 | $49,177+235.5% | $79,464+107.7% | $64,186+157.1% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -5.13% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $9,650 | $2,076+364.8% | $2,800+244.6% | $2,381+305.3% |
| Participant deferral / active EE | $7,762 | $2,821+175.1% | $3,704+109.6% | $3,470+123.7% |
| Admin fee / account holder | $20,138 | $3,839+424.6% | $5,113+293.9% | $4,888+312.0% |