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 | $99,330 | $49,177+102.0% | $79,464+25.0% | $64,186+54.8% |
| Participation rate | 86.8% | 65.0%+21.8pp | 73.3%+13.4pp | 69.6%+17.2pp |
| Annual return | -6.98% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,105 | $2,076+49.5% | $2,800+10.9% | $2,381+30.4% |
| Participant deferral / active EE | $6,848 | $2,821+142.7% | $3,704+84.9% | $3,470+97.4% |
| Admin fee / account holder | $4,243 | $3,839+10.5% | $5,113-17.0% | $4,888-13.2% |