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 5-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 | $126,065 | $54,350+132.0% | $82,719+52.4% | $68,494+84.1% |
| Participation rate | 94.1% | 63.9%+30.2pp | 72.6%+21.6pp | 67.9%+26.2pp |
| Annual return | -17.67% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $7,623 | $2,218+243.7% | $3,009+153.3% | $2,596+193.6% |
| Participant deferral / active EE | $8,310 | $3,246+156.0% | $4,395+89.1% | $4,027+106.3% |
| Admin fee / account holder | $1,536 | $4,395-65.1% | $5,329-71.2% | $5,403-71.6% |