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 | $53,207 | $61,774-13.9% | $97,226-45.3% | $80,856-34.2% |
| Participation rate | 93.5% | 63.5%+30.0pp | 72.7%+20.9pp | 67.6%+25.9pp |
| Annual return | 12.53% | -557.90%+570.4pp | 75.13%-62.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,877 | $1,837+56.6% | $2,729+5.4% | $2,755+4.4% |
| Participant deferral / active EE | $4,692 | $3,029+54.9% | $4,264+10.1% | $4,296+9.2% |
| Admin fee / account holder | $6,980 | $5,166+35.1% | $5,654+23.5% | $6,918+0.9% |