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 | $119,015 | $56,484+110.7% | $169,463-29.8% | $64,186+85.4% |
| Participation rate | 94.9% | 64.5%+30.3pp | 77.8%+17.1pp | 69.6%+25.3pp |
| Annual return | -7.37% | -1.55%-5.8pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $6,452 | $1,832+252.1% | $4,159+55.1% | $2,381+171.0% |
| Participant deferral / active EE | $6,297 | $3,448+82.6% | $5,277+19.3% | $3,470+81.5% |
| Admin fee / account holder | $14,576 | $4,174+249.2% | $9,109+60.0% | $4,888+198.2% |