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 | $96,346 | $57,354+68.0% | $83,848+14.9% | $64,186+50.1% |
| Participation rate | 83.9% | 68.6%+15.3pp | 76.1%+7.7pp | 69.6%+14.3pp |
| Annual return | -6.41% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,409 | $2,545+33.9% | $3,631-6.1% | $2,381+43.2% |
| Participant deferral / active EE | $4,424 | $2,993+47.8% | $4,082+8.4% | $3,470+27.5% |
| Admin fee / account holder | $9,580 | $4,046+136.8% | $5,478+74.9% | $4,888+96.0% |