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 6-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 | $120,457 | $56,357+113.7% | $104,294+15.5% | $68,494+75.9% |
| Participation rate | 96.2% | 63.3%+32.9pp | 73.3%+22.9pp | 67.9%+28.3pp |
| Annual return | -16.13% | -9.19%-6.9pp | 24.61%-40.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,314 | $1,960+171.1% | $3,372+57.6% | $2,596+104.7% |
| Participant deferral / active EE | $10,117 | $3,077+228.8% | $4,625+118.7% | $4,027+151.2% |
| Admin fee / account holder | $4,284 | $4,903-12.6% | $7,339-41.6% | $5,403-20.7% |