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 | $123,732 | $54,350+127.7% | $82,719+49.6% | $68,494+80.6% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -15.13% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,840 | $2,218-17.0% | $3,009-38.8% | $2,596-29.1% |
| Participant deferral / active EE | $4,763 | $3,246+46.7% | $4,395+8.4% | $4,027+18.3% |
| Admin fee / account holder | $3,368 | $4,395-23.4% | $5,329-36.8% | $5,403-37.7% |