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 | $68,608 | $49,177+39.5% | $79,464-13.7% | $64,186+6.9% |
| Participation rate | 97.8% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | -4.39% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,248 | $2,076+8.3% | $2,800-19.7% | $2,381-5.6% |
| Participant deferral / active EE | $5,145 | $2,821+82.4% | $3,704+38.9% | $3,470+48.3% |
| Admin fee / account holder | $10,954 | $3,839+185.3% | $5,113+114.2% | $4,888+124.1% |