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 | $118,076 | $69,010+71.1% | $159,960-26.2% | $68,494+72.4% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.9pp | 67.9%+28.9pp |
| Annual return | 4.32% | -9.65%+14.0pp | 408.60%-404.3pp | -7.84%+12.2pp |
| Employer contribution / active EE | $2,470 | $2,213+11.6% | $4,226-41.5% | $2,596-4.9% |
| Participant deferral / active EE | $6,100 | $4,212+44.8% | $6,182-1.3% | $4,027+51.5% |
| Admin fee / account holder | $34,469 | $4,798+618.4% | $8,698+296.3% | $5,403+538.0% |