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 | $86,151 | $59,107+45.8% | $86,436-0.3% | $68,494+25.8% |
| Participation rate | 92.7% | 75.2%+17.4pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -14.33% | -0.23%-14.1pp | 4394.89%-4409.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,736 | $2,519+127.7% | $3,769+52.2% | $2,596+120.9% |
| Participant deferral / active EE | $7,854 | $5,901+33.1% | $6,952+13.0% | $4,027+95.0% |
| Admin fee / account holder | $22,172 | $5,637+293.3% | $6,731+229.4% | $5,403+310.4% |