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 | $112,090 | $90,600+23.7% | $79,464+41.1% | $135,375-17.2% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -5.51% | 977.43%-982.9pp | 718.14%-723.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,147 | $3,068-62.6% | $2,800-59.0% | $4,779-76.0% |
| Participant deferral / active EE | $8,227 | $4,050+103.1% | $3,704+122.1% | $5,609+46.7% |
| Admin fee / account holder | $4,373 | $5,907-26.0% | $5,113-14.5% | $10,827-59.6% |