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 | $115,271 | $57,354+101.0% | $83,848+37.5% | $64,186+79.6% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -7.29% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,474 | $2,545-2.8% | $3,631-31.9% | $2,381+3.9% |
| Participant deferral / active EE | $5,836 | $2,993+95.0% | $4,082+43.0% | $3,470+68.2% |
| Admin fee / account holder | $32,902 | $4,046+713.3% | $5,478+500.6% | $4,888+573.1% |