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 | $153,531 | $49,177+212.2% | $79,464+93.2% | $64,186+139.2% |
| Participation rate | 91.2% | 65.0%+26.2pp | 73.3%+17.9pp | 69.6%+21.7pp |
| Annual return | -6.03% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,875 | $2,076+38.5% | $2,800+2.7% | $2,381+20.8% |
| Participant deferral / active EE | $5,826 | $2,821+106.5% | $3,704+57.3% | $3,470+67.9% |
| Admin fee / account holder | $8,153 | $3,839+112.4% | $5,113+59.4% | $4,888+66.8% |