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 | $112,169 | $69,010+62.5% | $159,960-29.9% | $68,494+63.8% |
| Participation rate | 87.7% | 65.4%+22.3pp | 78.0%+9.8pp | 67.9%+19.8pp |
| Annual return | -17.02% | -9.65%-7.4pp | 408.60%-425.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $5,850 | $2,213+164.3% | $4,226+38.4% | $2,596+125.3% |
| Participant deferral / active EE | $6,271 | $4,212+48.9% | $6,182+1.4% | $4,027+55.7% |
| Admin fee / account holder | $9,282 | $4,798+93.5% | $8,698+6.7% | $5,403+71.8% |