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 | $68,544 | $49,177+39.4% | $79,464-13.7% | $64,186+6.8% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.6%+25.4pp |
| Annual return | -6.07% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,394 | $2,076-32.8% | $2,800-50.2% | $2,381-41.4% |
| Participant deferral / active EE | $5,580 | $2,821+97.8% | $3,704+50.7% | $3,470+60.8% |
| Admin fee / account holder | $5,027 | $3,839+31.0% | $5,113-1.7% | $4,888+2.8% |