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 | $86,786 | $54,350+59.7% | $82,719+4.9% | $68,494+26.7% |
| Participation rate | 94.9% | 63.9%+31.0pp | 72.6%+22.3pp | 67.9%+27.0pp |
| Annual return | -17.31% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,719 | $2,218+112.7% | $3,009+56.8% | $2,596+81.8% |
| Participant deferral / active EE | $5,373 | $3,246+65.5% | $4,395+22.3% | $4,027+33.4% |
| Admin fee / account holder | $4,279 | $4,395-2.7% | $5,329-19.7% | $5,403-20.8% |