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 | $127,961 | $49,177+160.2% | $79,464+61.0% | $64,186+99.4% |
| Participation rate | 87.2% | 65.0%+22.1pp | 73.3%+13.8pp | 69.6%+17.6pp |
| Annual return | -6.28% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,418 | $2,076+16.5% | $2,800-13.7% | $2,381+1.6% |
| Participant deferral / active EE | $8,649 | $2,821+206.5% | $3,704+133.5% | $3,470+149.3% |
| Admin fee / account holder | $8,198 | $3,839+113.6% | $5,113+60.3% | $4,888+67.7% |