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 | $193,297 | $82,664+133.8% | $125,339+54.2% | $68,494+182.2% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -6.31% | -5.97%-0.3pp | 572.05%-578.4pp | -7.84%+1.5pp |
| Employer contribution / active EE | $8,188 | $3,381+142.2% | $4,814+70.1% | $2,596+215.4% |
| Participant deferral / active EE | $10,654 | $6,110+74.4% | $7,446+43.1% | $4,027+164.6% |
| Admin fee / account holder | $8,666 | $6,275+38.1% | $10,010-13.4% | $5,403+60.4% |