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 | $121,553 | $53,162+128.6% | $91,220+33.3% | $68,494+77.5% |
| Participation rate | 90.5% | 63.2%+27.3pp | 73.2%+17.3pp | 67.9%+22.6pp |
| Annual return | -12.85% | -3.14%-9.7pp | 114.01%-126.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $5,141 | $1,709+200.7% | $2,850+80.4% | $2,596+98.0% |
| Participant deferral / active EE | $7,251 | $2,974+143.8% | $4,234+71.3% | $4,027+80.0% |
| Admin fee / account holder | $14,336 | $4,493+219.0% | $5,420+164.5% | $5,403+165.3% |