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 | $132,739 | $49,177+169.9% | $79,464+67.0% | $64,186+106.8% |
| Participation rate | 86.7% | 65.0%+21.6pp | 73.3%+13.3pp | 69.6%+17.1pp |
| Annual return | -5.15% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,480 | $2,076+260.3% | $2,800+167.1% | $2,381+214.2% |
| Participant deferral / active EE | $6,086 | $2,821+115.7% | $3,704+64.3% | $3,470+75.4% |
| Admin fee / account holder | $1,831 | $3,839-52.3% | $5,113-64.2% | $4,888-62.5% |