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 | $125,694 | $57,354+119.2% | $83,848+49.9% | $64,186+95.8% |
| Participation rate | 89.7% | 68.6%+21.1pp | 76.1%+13.6pp | 69.6%+20.2pp |
| Annual return | -5.43% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,630 | $2,545+42.6% | $3,6310% | $2,381+52.4% |
| Participant deferral / active EE | $5,451 | $2,993+82.1% | $4,082+33.5% | $3,470+57.1% |
| Admin fee / account holder | $6,279 | $4,046+55.2% | $5,478+14.6% | $4,888+28.4% |