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 | $107,286 | $45,152+137.6% | $73,843+45.3% | $59,632+79.9% |
| Participation rate | 78.7% | 64.0%+14.7pp | 73.4%+5.3pp | 68.7%+10.1pp |
| Annual return | -1.29% | 27.40%-28.7pp | 2267.84%-2269.1pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,308 | $1,902+21.4% | $2,787-17.2% | $2,203+4.8% |
| Participant deferral / active EE | $3,159 | $2,574+22.7% | $3,583-11.8% | $3,192-1.0% |
| Admin fee / account holder | $6,761 | $3,516+92.3% | $4,880+38.5% | $4,297+57.4% |