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 | $108,904 | $57,354+89.9% | $83,848+29.9% | $64,186+69.7% |
| Participation rate | 89.0% | 68.6%+20.4pp | 76.1%+12.9pp | 69.6%+19.5pp |
| Annual return | -6.28% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $8,265 | $2,545+224.7% | $3,631+127.6% | $2,381+247.1% |
| Participant deferral / active EE | $3,023 | $2,993+1.0% | $4,082-25.9% | $3,470-12.9% |
| Admin fee / account holder | $4,803 | $4,046+18.7% | $5,478-12.3% | $4,888-1.7% |