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 | $86,547 | $54,350+59.2% | $82,719+4.6% | $68,494+26.4% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -15.57% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $9,455 | $2,218+326.3% | $3,009+214.2% | $2,596+264.2% |
| Participant deferral / active EE | $8,341 | $3,246+157.0% | $4,395+89.8% | $4,027+107.1% |
| Admin fee / account holder | $7,190 | $4,395+63.6% | $5,329+34.9% | $5,403+33.1% |