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 | $196,191 | $77,813+152.1% | $123,544+58.8% | $64,186+205.7% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.3%+6.9pp | 69.6%+19.7pp |
| Annual return | -5.83% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,065 | $3,014-31.5% | $4,628-55.4% | $2,381-13.2% |
| Participant deferral / active EE | $10,706 | $5,240+104.3% | $6,426+66.6% | $3,470+208.6% |
| Admin fee / account holder | $9,830 | $5,519+78.1% | $9,284+5.9% | $4,888+101.1% |