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 | $127,957 | $49,177+160.2% | $79,464+61.0% | $64,186+99.4% |
| Participation rate | 76.4% | 65.0%+11.3pp | 73.3%+3.0pp | 69.6%+6.8pp |
| Annual return | -6.50% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,143 | $2,076+195.9% | $2,800+119.4% | $2,381+158.0% |
| Participant deferral / active EE | $3,094 | $2,821+9.7% | $3,704-16.5% | $3,470-10.8% |
| Admin fee / account holder | $6,372 | $3,839+66.0% | $5,113+24.6% | $4,888+30.4% |