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 | $89,412 | $57,354+55.9% | $83,848+6.6% | $64,186+39.3% |
| Participation rate | 87.9% | 68.6%+19.3pp | 76.1%+11.8pp | 69.6%+18.4pp |
| Annual return | -6.52% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,558 | $2,545+0.5% | $3,631-29.6% | $2,381+7.4% |
| Participant deferral / active EE | $5,841 | $2,993+95.1% | $4,082+43.1% | $3,470+68.3% |
| Admin fee / account holder | $8,538 | $4,046+111.0% | $5,478+55.8% | $4,888+74.7% |