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 | $100,079 | $49,177+103.5% | $79,464+25.9% | $64,186+55.9% |
| Participation rate | 71.8% | 65.0%+6.7pp | 73.3%-1.6pp | 69.6%+2.2pp |
| Annual return | -7.41% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $7,256 | $2,076+249.5% | $2,800+159.1% | $2,381+204.8% |
| Participant deferral / active EE | $6,199 | $2,821+119.7% | $3,704+67.4% | $3,470+78.7% |
| Admin fee / account holder | $1,722 | $3,839-55.2% | $5,113-66.3% | $4,888-64.8% |