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 | $117,959 | $57,354+105.7% | $83,848+40.7% | $64,186+83.8% |
| Participation rate | 81.4% | 68.6%+12.8pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -4.90% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,439 | $2,545-43.5% | $3,631-60.4% | $2,381-39.5% |
| Participant deferral / active EE | $6,062 | $2,993+102.5% | $4,082+48.5% | $3,470+74.7% |
| Admin fee / account holder | $6,230 | $4,046+54.0% | $5,478+13.7% | $4,888+27.5% |