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 | $81,749 | $49,177+66.2% | $79,464+2.9% | $64,186+27.4% |
| Participation rate | 78.3% | 65.0%+13.2pp | 73.3%+4.9pp | 69.6%+8.7pp |
| Annual return | -7.19% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,589 | $2,076+24.7% | $2,800-7.5% | $2,381+8.8% |
| Participant deferral / active EE | $4,185 | $2,821+48.3% | $3,704+13.0% | $3,470+20.6% |
| Admin fee / account holder | $5,099 | $3,839+32.8% | $5,113-0.3% | $4,888+4.3% |