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 | $136,691 | $57,354+138.3% | $83,848+63.0% | $64,186+113.0% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | -3.43% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,202 | $2,545+25.8% | $3,631-11.8% | $2,381+34.5% |
| Participant deferral / active EE | $5,223 | $2,993+74.5% | $4,082+28.0% | $3,470+50.5% |
| Admin fee / account holder | $11,744 | $4,046+190.3% | $5,478+114.4% | $4,888+140.3% |