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 | $116,137 | $57,354+102.5% | $83,848+38.5% | $64,186+80.9% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -6.70% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,467 | $2,545+154.1% | $3,631+78.1% | $2,381+171.6% |
| Participant deferral / active EE | $6,785 | $2,993+126.7% | $4,082+66.2% | $3,470+95.6% |
| Admin fee / account holder | $2,956 | $4,046-26.9% | $5,478-46.0% | $4,888-39.5% |