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 | $112,786 | $92,222+22.3% | $76,768+46.9% | $135,375-16.7% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -7.01% | 5.46%-12.5pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,391 | $3,216+67.6% | $2,485+116.9% | $4,779+12.8% |
| Participant deferral / active EE | $5,686 | $4,509+26.1% | $3,852+47.6% | $5,609+1.4% |
| Admin fee / account holder | $2,170 | $10,748-79.8% | $6,675-67.5% | $10,827-80.0% |