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 | $131,979 | $49,177+168.4% | $79,464+66.1% | $64,186+105.6% |
| Participation rate | 90.2% | 65.0%+25.1pp | 73.3%+16.8pp | 69.6%+20.6pp |
| Annual return | -7.56% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $4,345 | $2,076+109.3% | $2,800+55.2% | $2,381+82.5% |
| Participant deferral / active EE | $4,847 | $2,821+71.8% | $3,704+30.9% | $3,470+39.7% |
| Admin fee / account holder | $3,575 | $3,839-6.9% | $5,113-30.1% | $4,888-26.9% |