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 | $71,924 | $54,350+32.3% | $82,719-13.1% | $68,494+5.0% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | -13.29% | -13.67%+0.4pp | 701.18%-714.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,441 | $2,218+55.1% | $3,009+14.4% | $2,596+32.5% |
| Participant deferral / active EE | $8,817 | $3,246+171.6% | $4,395+100.6% | $4,027+118.9% |
| Admin fee / account holder | $1,484 | $4,395-66.2% | $5,329-72.1% | $5,403-72.5% |