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 6-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 | $160,271 | $57,354+179.4% | $83,848+91.1% | $64,186+149.7% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -5.75% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,819 | $2,545+10.8% | $3,631-22.4% | $2,381+18.4% |
| Participant deferral / active EE | $5,102 | $2,993+70.5% | $4,082+25.0% | $3,470+47.1% |
| Admin fee / account holder | $10,106 | $4,046+149.8% | $5,478+84.5% | $4,888+106.7% |