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 | $120,529 | $49,177+145.1% | $79,464+51.7% | $64,186+87.8% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.2pp | 69.6%+24.0pp |
| Annual return | -7.26% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,114 | $2,076+146.3% | $2,800+82.6% | $2,381+114.8% |
| Participant deferral / active EE | $3,501 | $2,821+24.1% | $3,704-5.5% | $3,470+0.9% |
| Admin fee / account holder | $3,144 | $3,839-18.1% | $5,113-38.5% | $4,888-35.7% |