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 | $83,050 | $54,350+52.8% | $82,719+0.4% | $68,494+21.3% |
| Participation rate | 90.5% | 63.9%+26.6pp | 72.6%+17.9pp | 67.9%+22.6pp |
| Annual return | -18.53% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,723 | $2,218+67.8% | $3,009+23.7% | $2,596+43.4% |
| Participant deferral / active EE | $7,671 | $3,246+136.3% | $4,395+74.5% | $4,027+90.5% |
| Admin fee / account holder | $12,938 | $4,395+194.4% | $5,329+142.8% | $5,403+139.5% |