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 | $76,166 | $49,177+54.9% | $79,464-4.2% | $64,186+18.7% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.3pp | 69.6%+11.0pp |
| Annual return | -6.92% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,877 | $2,076+183.1% | $2,800+109.9% | $2,381+146.9% |
| Participant deferral / active EE | $6,202 | $2,821+119.8% | $3,704+67.4% | $3,470+78.8% |
| Admin fee / account holder | $12,781 | $3,839+232.9% | $5,113+150.0% | $4,888+161.5% |