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 | $124,422 | $59,107+110.5% | $86,436+43.9% | $68,494+81.7% |
| Participation rate | 94.3% | 75.2%+19.1pp | 80.3%+14.0pp | 67.9%+26.5pp |
| Annual return | -11.61% | -0.23%-11.4pp | 4394.89%-4406.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $952 | $2,519-62.2% | $3,769-74.7% | $2,596-63.3% |
| Participant deferral / active EE | $6,840 | $5,901+15.9% | $6,952-1.6% | $4,027+69.8% |
| Admin fee / account holder | $12,132 | $5,637+115.2% | $6,731+80.2% | $5,403+124.5% |