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 | $109,160 | $54,350+100.8% | $82,719+32.0% | $68,494+59.4% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -12.46% | -13.67%+1.2pp | 701.18%-713.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,807 | $2,218+71.6% | $3,009+26.5% | $2,596+46.6% |
| Participant deferral / active EE | $5,838 | $3,246+79.9% | $4,395+32.8% | $4,027+45.0% |
| Admin fee / account holder | $43,980 | $4,395+900.6% | $5,329+725.3% | $5,403+714.0% |