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 | $107,505 | $72,404+48.5% | $110,238-2.5% | $64,186+67.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.43% | -6.29%-0.1pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,415 | $2,282+137.3% | $3,826+41.5% | $2,381+127.5% |
| Participant deferral / active EE | $4,514 | $3,469+30.1% | $4,672-3.4% | $3,470+30.1% |
| Admin fee / account holder | $3,281 | $5,664-42.1% | $8,547-61.6% | $4,888-32.9% |