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 | $166,916 | $77,813+114.5% | $123,544+35.1% | $64,186+160.1% |
| Participation rate | 84.2% | 74.7%+9.5pp | 82.3%+1.9pp | 69.6%+14.6pp |
| Annual return | -4.57% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,861 | $3,014+61.3% | $4,628+5.0% | $2,381+104.2% |
| Participant deferral / active EE | $11,262 | $5,240+114.9% | $6,426+75.3% | $3,470+224.6% |
| Admin fee / account holder | $1,251 | $5,519-77.3% | $9,284-86.5% | $4,888-74.4% |