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 | $84,031 | $54,350+54.6% | $82,719+1.6% | $68,494+22.7% |
| Participation rate | 74.3% | 63.9%+10.4pp | 72.6%+1.7pp | 67.9%+6.4pp |
| Annual return | -17.94% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,256 | $2,218+91.9% | $3,009+41.5% | $2,596+63.9% |
| Participant deferral / active EE | $9,486 | $3,246+192.2% | $4,395+115.8% | $4,027+135.5% |
| Admin fee / account holder | $842 | $4,395-80.8% | $5,329-84.2% | $5,403-84.4% |