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 | $116,068 | $49,177+136.0% | $79,464+46.1% | $64,186+80.8% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.6%+24.2pp |
| Annual return | -6.56% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,635 | $2,076+75.1% | $2,800+29.8% | $2,381+52.7% |
| Participant deferral / active EE | $5,447 | $2,821+93.1% | $3,704+47.1% | $3,470+57.0% |
| Admin fee / account holder | $623 | $3,839-83.8% | $5,113-87.8% | $4,888-87.2% |