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 | $233,734 | $94,529+147.3% | $140,016+66.9% | $64,186+264.2% |
| Participation rate | 90.6% | 84.1%+6.5pp | 87.5%+3.1pp | 69.6%+21.1pp |
| Annual return | -4.04% | 7.77%-11.8pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $10,395 | $3,812+172.7% | $5,606+85.4% | $2,381+336.6% |
| Participant deferral / active EE | $6,371 | $5,250+21.4% | $6,927-8.0% | $3,470+83.6% |
| Admin fee / account holder | $13,134 | $6,741+94.8% | $10,705+22.7% | $4,888+168.7% |