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 | $88,259 | $57,354+53.9% | $83,848+5.3% | $64,186+37.5% |
| Participation rate | 89.7% | 68.6%+21.0pp | 76.1%+13.5pp | 69.6%+20.1pp |
| Annual return | -6.54% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,405 | $2,545+33.8% | $3,631-6.2% | $2,381+43.0% |
| Participant deferral / active EE | $4,170 | $2,993+39.3% | $4,082+2.2% | $3,470+20.2% |
| Admin fee / account holder | $2,515 | $4,046-37.8% | $5,478-54.1% | $4,888-48.6% |