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 | $89,517 | $54,350+64.7% | $82,719+8.2% | $68,494+30.7% |
| Participation rate | 83.1% | 63.9%+19.1pp | 72.6%+10.5pp | 67.9%+15.2pp |
| Annual return | -16.53% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,661 | $2,218+110.1% | $3,009+54.9% | $2,596+79.5% |
| Participant deferral / active EE | $4,800 | $3,246+47.9% | $4,395+9.2% | $4,027+19.2% |
| Admin fee / account holder | $846 | $4,395-80.8% | $5,329-84.1% | $5,403-84.3% |