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 | $90,235 | $59,107+52.7% | $86,436+4.4% | $68,494+31.7% |
| Participation rate | 82.8% | 75.2%+7.5pp | 80.3%+2.4pp | 67.9%+14.9pp |
| Annual return | -17.24% | -0.23%-17.0pp | 4394.89%-4412.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,980 | $2,519+18.3% | $3,769-20.9% | $2,596+14.8% |
| Participant deferral / active EE | $6,971 | $5,901+18.1% | $6,952+0.3% | $4,027+73.1% |
| Admin fee / account holder | $2,194 | $5,637-61.1% | $6,731-67.4% | $5,403-59.4% |