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 | $114,883 | $57,354+100.3% | $83,848+37.0% | $64,186+79.0% |
| Participation rate | 73.7% | 68.6%+5.1pp | 76.1%-2.5pp | 69.6%+4.1pp |
| Annual return | -5.62% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,637 | $2,545+42.9% | $3,631+0.2% | $2,381+52.7% |
| Participant deferral / active EE | $8,156 | $2,993+172.5% | $4,082+99.8% | $3,470+135.1% |
| Admin fee / account holder | $25,134 | $4,046+521.3% | $5,478+358.8% | $4,888+414.2% |