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 | $121,983 | $57,354+112.7% | $83,848+45.5% | $64,186+90.0% |
| Participation rate | 95.2% | 68.6%+26.6pp | 76.1%+19.1pp | 69.6%+25.7pp |
| Annual return | -8.15% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,844 | $2,545+51.0% | $3,631+5.9% | $2,381+61.5% |
| Participant deferral / active EE | $5,742 | $2,993+91.8% | $4,082+40.7% | $3,470+65.5% |
| Admin fee / account holder | $4,366 | $4,046+7.9% | $5,478-20.3% | $4,888-10.7% |