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 | $107,524 | $54,350+97.8% | $82,719+30.0% | $68,494+57.0% |
| Participation rate | 70.3% | 63.9%+6.4pp | 72.6%-2.3pp | 67.9%+2.4pp |
| Annual return | -15.04% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,087 | $2,218-51.0% | $3,009-63.9% | $2,596-58.1% |
| Participant deferral / active EE | $4,641 | $3,246+43.0% | $4,395+5.6% | $4,027+15.2% |
| Admin fee / account holder | $2,247 | $4,395-48.9% | $5,329-57.8% | $5,403-58.4% |