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 | $111,975 | $59,107+89.4% | $86,436+29.5% | $68,494+63.5% |
| Participation rate | 97.0% | 75.2%+21.7pp | 80.3%+16.6pp | 67.9%+29.1pp |
| Annual return | -17.67% | -0.23%-17.4pp | 4394.89%-4412.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,477 | $2,519+117.4% | $3,769+45.3% | $2,596+111.0% |
| Participant deferral / active EE | $7,063 | $5,901+19.7% | $6,952+1.6% | $4,027+75.4% |
| Admin fee / account holder | $7,551 | $5,637+34.0% | $6,731+12.2% | $5,403+39.8% |