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 | $238,966 | $77,813+207.1% | $123,544+93.4% | $64,186+272.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -2.45% | 12.48%-14.9pp | 119.20%-121.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $7,844 | $3,014+160.3% | $4,628+69.5% | $2,381+229.5% |
| Participant deferral / active EE | $6,615 | $5,240+26.2% | $6,426+2.9% | $3,470+90.7% |
| Admin fee / account holder | $13,046 | $5,519+136.4% | $9,284+40.5% | $4,888+166.9% |