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 | $110,175 | $57,354+92.1% | $83,848+31.4% | $64,186+71.7% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.6pp | 69.6%+28.2pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,469 | $2,545-42.3% | $3,631-59.5% | $2,381-38.3% |
| Participant deferral / active EE | $5,790 | $2,993+93.4% | $4,082+41.8% | $3,470+66.9% |
| Admin fee / account holder | $5,599 | $4,046+38.4% | $5,478+2.2% | $4,888+14.5% |