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 | $130,114 | $49,177+164.6% | $79,464+63.7% | $64,186+102.7% |
| Participation rate | 78.2% | 65.0%+13.2pp | 73.3%+4.8pp | 69.6%+8.6pp |
| Annual return | -5.18% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,313 | $2,076+59.6% | $2,800+18.3% | $2,381+39.2% |
| Participant deferral / active EE | $6,415 | $2,821+127.4% | $3,704+73.2% | $3,470+84.9% |
| Admin fee / account holder | $2,069 | $3,839-46.1% | $5,113-59.5% | $4,888-57.7% |