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 | $83,143 | $57,354+45.0% | $83,848-0.8% | $64,186+29.5% |
| Participation rate | 82.8% | 68.6%+14.2pp | 76.1%+6.6pp | 69.6%+13.2pp |
| Annual return | -3.23% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,067 | $2,545-18.8% | $3,631-43.1% | $2,381-13.2% |
| Participant deferral / active EE | $4,327 | $2,993+44.6% | $4,082+6.0% | $3,470+24.7% |
| Admin fee / account holder | $48,314 | $4,046+1094.2% | $5,478+781.9% | $4,888+888.4% |