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 | $83,498 | $45,152+84.9% | $73,843+13.1% | $59,632+40.0% |
| Participation rate | 93.1% | 64.0%+29.1pp | 73.4%+19.7pp | 68.7%+24.4pp |
| Annual return | -1.23% | 27.40%-28.6pp | 2267.84%-2269.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $6,333 | $1,902+233.0% | $2,787+127.2% | $2,203+187.5% |
| Participant deferral / active EE | $6,114 | $2,574+137.6% | $3,583+70.6% | $3,192+91.6% |
| Admin fee / account holder | $5,655 | $3,516+60.8% | $4,880+15.9% | $4,297+31.6% |