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 | $104,288 | $91,538+13.9% | $129,995-19.8% | $75,163+38.7% |
| Participation rate | 98.1% | 71.4%+26.6pp | 78.5%+19.6pp | 67.2%+30.9pp |
| Annual return | 13.04% | -631.11%+644.2pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,210 | $2,845-22.3% | $4,320-48.8% | $2,670-17.2% |
| Participant deferral / active EE | $5,897 | $4,341+35.8% | $5,820+1.3% | $4,125+43.0% |
| Admin fee / account holder | $17,508 | $6,790+157.8% | $10,614+64.9% | $5,651+209.8% |