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 | $104,183 | $49,177+111.9% | $79,464+31.1% | $64,186+62.3% |
| Participation rate | 96.7% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.1pp |
| Annual return | -5.29% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,797 | $2,076+227.4% | $2,800+142.7% | $2,381+185.5% |
| Participant deferral / active EE | $13,689 | $2,821+385.2% | $3,704+269.6% | $3,470+294.5% |
| Admin fee / account holder | $7,023 | $3,839+83.0% | $5,113+37.4% | $4,888+43.7% |