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 | $48,763 | $90,600-46.2% | $79,464-38.6% | $135,375-64.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.22% | 977.43%-983.6pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,419 | $3,068+11.4% | $2,800+22.1% | $4,779-28.5% |
| Participant deferral / active EE | $6,793 | $4,050+67.7% | $3,704+83.4% | $5,609+21.1% |
| Admin fee / account holder | $4,312 | $5,907-27.0% | $5,113-15.7% | $10,827-60.2% |