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 | $62,555 | $45,152+38.5% | $73,843-15.3% | $59,632+4.9% |
| Participation rate | 75.9% | 64.0%+11.8pp | 73.4%+2.4pp | 68.7%+7.2pp |
| Annual return | -0.07% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $5,088 | $1,902+167.5% | $2,787+82.5% | $2,203+131.0% |
| Participant deferral / active EE | $4,554 | $2,574+76.9% | $3,583+27.1% | $3,192+42.7% |
| Admin fee / account holder | $14,088 | $3,516+300.6% | $4,880+188.7% | $4,297+227.9% |