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 | $105,141 | $49,177+113.8% | $79,464+32.3% | $64,186+63.8% |
| Participation rate | 88.5% | 65.0%+23.5pp | 73.3%+15.2pp | 69.6%+19.0pp |
| Annual return | -7.47% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,486 | $2,076+212.4% | $2,800+131.6% | $2,381+172.4% |
| Participant deferral / active EE | $6,486 | $2,821+129.9% | $3,704+75.1% | $3,470+86.9% |
| Admin fee / account holder | $19,682 | $3,839+412.7% | $5,113+284.9% | $4,888+302.7% |