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 | $131,358 | $54,350+141.7% | $82,719+58.8% | $68,494+91.8% |
| Participation rate | 77.9% | 63.9%+14.0pp | 72.6%+5.4pp | 67.9%+10.0pp |
| Annual return | -7.73% | -13.67%+5.9pp | 701.18%-708.9pp | -7.84%+0.1pp |
| Employer contribution / active EE | $1,211 | $2,218-45.4% | $3,009-59.7% | $2,596-53.3% |
| Participant deferral / active EE | $4,791 | $3,246+47.6% | $4,395+9.0% | $4,027+19.0% |
| Admin fee / account holder | $2,650 | $4,395-39.7% | $5,329-50.3% | $5,403-50.9% |