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 | $111,450 | $57,354+94.3% | $83,848+32.9% | $64,186+73.6% |
| Participation rate | 98.7% | 68.6%+30.1pp | 76.1%+22.6pp | 69.6%+29.1pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $9,032 | $2,545+254.8% | $3,631+148.8% | $2,381+279.4% |
| Participant deferral / active EE | $5,836 | $2,993+95.0% | $4,082+43.0% | $3,470+68.2% |
| Admin fee / account holder | $2,982 | $4,046-26.3% | $5,478-45.6% | $4,888-39.0% |