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 | $137,790 | $72,404+90.3% | $110,238+25.0% | $64,186+114.7% |
| Participation rate | 96.2% | 73.3%+22.9pp | 79.8%+16.4pp | 69.6%+26.7pp |
| Annual return | -6.45% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,611 | $2,282+189.8% | $3,826+72.8% | $2,381+177.7% |
| Participant deferral / active EE | $8,031 | $3,469+131.5% | $4,672+71.9% | $3,470+131.5% |
| Admin fee / account holder | $2,025 | $5,664-64.2% | $8,547-76.3% | $4,888-58.6% |