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 | $144,204 | $49,177+193.2% | $79,464+81.5% | $64,186+124.7% |
| Participation rate | 91.7% | 65.0%+26.6pp | 73.3%+18.3pp | 69.6%+22.1pp |
| Annual return | -4.68% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,130 | $2,076+339.7% | $2,800+226.0% | $2,381+283.5% |
| Participant deferral / active EE | $3,823 | $2,821+35.5% | $3,704+3.2% | $3,470+10.2% |
| Admin fee / account holder | $7,339 | $3,839+91.2% | $5,113+43.5% | $4,888+50.1% |