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 | $128,823 | $49,177+162.0% | $79,464+62.1% | $64,186+100.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.56% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,886 | $2,076+231.6% | $2,800+145.9% | $2,381+189.2% |
| Participant deferral / active EE | $7,562 | $2,821+168.0% | $3,704+104.2% | $3,470+118.0% |
| Admin fee / account holder | $2,030 | $3,839-47.1% | $5,113-60.3% | $4,888-58.5% |