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 | $90,170 | $57,354+57.2% | $83,848+7.5% | $64,186+40.5% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.5pp | 69.6%+21.1pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,915 | $2,545+53.8% | $3,631+7.8% | $2,381+64.5% |
| Participant deferral / active EE | $4,328 | $2,993+44.6% | $4,082+6.0% | $3,470+24.7% |
| Admin fee / account holder | $3,410 | $4,046-15.7% | $5,478-37.8% | $4,888-30.2% |