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 | $114,624 | $72,404+58.3% | $110,238+4.0% | $64,186+78.6% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | -5.58% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,036 | $2,282-54.6% | $3,826-72.9% | $2,381-56.5% |
| Participant deferral / active EE | $4,847 | $3,469+39.7% | $4,672+3.7% | $3,470+39.7% |
| Admin fee / account holder | $11,008 | $5,664+94.3% | $8,547+28.8% | $4,888+125.2% |