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 | $129,620 | $49,177+163.6% | $79,464+63.1% | $64,186+101.9% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.6%+22.4pp |
| Annual return | -0.55% | -1.16%+0.6pp | 718.14%-718.7pp | 7.63%-8.2pp |
| Employer contribution / active EE | $6,306 | $2,076+203.7% | $2,800+125.2% | $2,381+164.8% |
| Participant deferral / active EE | $5,026 | $2,821+78.1% | $3,704+35.7% | $3,470+44.9% |
| Admin fee / account holder | $121,193 | $3,839+3057.0% | $5,113+2270.3% | $4,888+2379.4% |