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 | $111,893 | $59,107+89.3% | $86,436+29.5% | $68,494+63.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -17.26% | -0.23%-17.0pp | 4394.89%-4412.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,489 | $2,519+78.2% | $3,769+19.1% | $2,596+72.9% |
| Participant deferral / active EE | $11,254 | $5,901+90.7% | $6,952+61.9% | $4,027+179.4% |
| Admin fee / account holder | $4,431 | $5,637-21.4% | $6,731-34.2% | $5,403-18.0% |