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 | $149,128 | $49,177+203.2% | $79,464+87.7% | $64,186+132.3% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | -7.85% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $7,209 | $2,076+247.2% | $2,800+157.4% | $2,381+202.8% |
| Participant deferral / active EE | $5,590 | $2,821+98.1% | $3,704+50.9% | $3,470+61.1% |
| Admin fee / account holder | $3,799 | $3,839-1.0% | $5,113-25.7% | $4,888-22.3% |