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 | $141,608 | $49,177+188.0% | $79,464+78.2% | $64,186+120.6% |
| Participation rate | 97.9% | 65.0%+32.9pp | 73.3%+24.6pp | 69.6%+28.3pp |
| Annual return | -3.15% | -1.16%-2.0pp | 718.14%-721.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,417 | $2,076+16.4% | $2,800-13.7% | $2,381+1.5% |
| Participant deferral / active EE | $8,774 | $2,821+211.0% | $3,704+136.9% | $3,470+152.9% |
| Admin fee / account holder | $4,346 | $3,839+13.2% | $5,113-15.0% | $4,888-11.1% |