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 | $93,305 | $49,177+89.7% | $79,464+17.4% | $64,186+45.4% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -7.03% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,318 | $2,076+59.8% | $2,800+18.5% | $2,381+39.4% |
| Participant deferral / active EE | $6,174 | $2,821+118.8% | $3,704+66.7% | $3,470+77.9% |
| Admin fee / account holder | $7,091 | $3,839+84.7% | $5,113+38.7% | $4,888+45.1% |