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 | $116,038 | $57,354+102.3% | $83,848+38.4% | $64,186+80.8% |
| Participation rate | 84.8% | 68.6%+16.2pp | 76.1%+8.7pp | 69.6%+15.2pp |
| Annual return | -8.22% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,008 | $2,545-21.1% | $3,631-44.7% | $2,381-15.7% |
| Participant deferral / active EE | $6,161 | $2,993+105.8% | $4,082+51.0% | $3,470+77.6% |
| Admin fee / account holder | $9,557 | $4,046+136.2% | $5,478+74.5% | $4,888+95.5% |