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 | $111,185 | $72,404+53.6% | $110,238+0.9% | $64,186+73.2% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | -5.90% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,939 | $2,282+116.5% | $3,826+29.1% | $2,381+107.5% |
| Participant deferral / active EE | $8,509 | $3,469+145.3% | $4,672+82.1% | $3,470+145.3% |
| Admin fee / account holder | $9,457 | $5,664+67.0% | $8,547+10.6% | $4,888+93.5% |