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 | $80,205 | $57,354+39.8% | $83,848-4.3% | $64,186+25.0% |
| Participation rate | 89.0% | 68.6%+20.4pp | 76.1%+12.9pp | 69.6%+19.5pp |
| Annual return | -6.59% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $9,088 | $2,545+257.0% | $3,631+150.3% | $2,381+281.7% |
| Participant deferral / active EE | $1,683 | $2,993-43.8% | $4,082-58.8% | $3,470-51.5% |
| Admin fee / account holder | $7,353 | $4,046+81.8% | $5,478+34.2% | $4,888+50.4% |