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 | $124,668 | $49,177+153.5% | $79,464+56.9% | $64,186+94.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.11% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,188 | $2,076+246.2% | $2,800+156.7% | $2,381+201.9% |
| Participant deferral / active EE | $5,565 | $2,821+97.2% | $3,704+50.2% | $3,470+60.4% |
| Admin fee / account holder | $3,638 | $3,839-5.2% | $5,113-28.8% | $4,888-25.6% |