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 | $133,080 | $72,404+83.8% | $110,238+20.7% | $64,186+107.3% |
| Participation rate | 81.4% | 73.3%+8.0pp | 79.8%+1.5pp | 69.6%+11.8pp |
| Annual return | -5.58% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,862 | $2,282-18.4% | $3,826-51.3% | $2,381-21.8% |
| Participant deferral / active EE | $10,910 | $3,469+214.5% | $4,672+133.5% | $3,470+214.5% |
| Admin fee / account holder | $7,324 | $5,664+29.3% | $8,547-14.3% | $4,888+49.8% |