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 | $102,354 | $57,354+78.5% | $83,848+22.1% | $64,186+59.5% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.6pp | 69.6%+25.2pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,743 | $2,545+7.8% | $3,631-24.5% | $2,381+15.2% |
| Participant deferral / active EE | $8,889 | $2,993+197.0% | $4,082+117.8% | $3,470+156.2% |
| Admin fee / account holder | $1,385 | $4,046-65.8% | $5,478-74.7% | $4,888-71.7% |