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 | $94,078 | $72,404+29.9% | $110,238-14.7% | $64,186+46.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.56% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,102 | $2,282+36.0% | $3,826-18.9% | $2,381+30.3% |
| Participant deferral / active EE | $4,941 | $3,469+42.4% | $4,672+5.7% | $3,470+42.4% |
| Admin fee / account holder | $6,766 | $5,664+19.5% | $8,547-20.8% | $4,888+38.4% |