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 | $94,318 | $57,354+64.5% | $83,848+12.5% | $64,186+46.9% |
| Participation rate | 82.9% | 68.6%+14.2pp | 76.1%+6.7pp | 69.6%+13.3pp |
| Annual return | -7.63% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,682 | $2,545+5.4% | $3,631-26.1% | $2,381+12.7% |
| Participant deferral / active EE | $5,198 | $2,993+73.7% | $4,082+27.4% | $3,470+49.8% |
| Admin fee / account holder | $31,113 | $4,046+669.0% | $5,478+467.9% | $4,888+536.5% |