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 | $122,433 | $57,354+113.5% | $83,848+46.0% | $64,186+90.7% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+20.9pp | 69.6%+27.5pp |
| Annual return | -5.56% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,920 | $2,545+14.7% | $3,631-19.6% | $2,381+22.6% |
| Participant deferral / active EE | $7,608 | $2,993+154.2% | $4,082+86.4% | $3,470+119.3% |
| Admin fee / account holder | $4,785 | $4,046+18.3% | $5,478-12.7% | $4,888-2.1% |