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 | $164,748 | $72,404+127.5% | $110,238+49.4% | $64,186+156.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.34% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $733 | $2,282-67.9% | $3,826-80.8% | $2,381-69.2% |
| Participant deferral / active EE | $4,730 | $3,469+36.3% | $4,672+1.2% | $3,470+36.3% |
| Admin fee / account holder | $6,896 | $5,664+21.7% | $8,547-19.3% | $4,888+41.1% |