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 | $118,965 | $54,229+119.4% | $70,092+69.7% | $68,494+73.7% |
| Participation rate | 98.9% | 64.5%+34.4pp | 70.5%+28.5pp | 67.9%+31.0pp |
| Annual return | -12.96% | -13.87%+0.9pp | 190.73%-203.7pp | -7.84%-5.1pp |
| Employer contribution / active EE | $4,734 | $2,018+134.6% | $2,559+85.0% | $2,596+82.3% |
| Participant deferral / active EE | $10,007 | $2,956+238.6% | $3,849+160.0% | $4,027+148.5% |
| Admin fee / account holder | $26,953 | $4,694+474.2% | $6,267+330.1% | $5,403+398.9% |