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 | $130,070 | $57,354+126.8% | $83,848+55.1% | $64,186+102.6% |
| Participation rate | 97.6% | 68.6%+29.0pp | 76.1%+21.4pp | 69.6%+28.0pp |
| Annual return | -6.79% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,398 | $2,545+112.1% | $3,631+48.7% | $2,381+126.7% |
| Participant deferral / active EE | $3,794 | $2,993+26.8% | $4,082-7.0% | $3,470+9.4% |
| Admin fee / account holder | $9,953 | $4,046+146.0% | $5,478+81.7% | $4,888+103.6% |