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 | $72,100 | $54,229+33.0% | $70,092+2.9% | $68,494+5.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.48% | -13.87%-2.6pp | 190.73%-207.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,269 | $2,018+62.0% | $2,559+27.8% | $2,596+25.9% |
| Participant deferral / active EE | $4,654 | $2,956+57.5% | $3,849+20.9% | $4,027+15.6% |
| Admin fee / account holder | $2,752 | $4,694-41.4% | $6,267-56.1% | $5,403-49.1% |