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 | $117,052 | $54,350+115.4% | $82,719+41.5% | $68,494+70.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -15.88% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,537 | $2,218+14.4% | $3,009-15.7% | $2,596-2.3% |
| Participant deferral / active EE | $7,428 | $3,246+128.8% | $4,395+69.0% | $4,027+84.5% |
| Admin fee / account holder | $7,250 | $4,395+65.0% | $5,329+36.1% | $5,403+34.2% |