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 | $115,908 | $54,350+113.3% | $82,719+40.1% | $68,494+69.2% |
| Participation rate | 98.0% | 63.9%+34.1pp | 72.6%+25.5pp | 67.9%+30.2pp |
| Annual return | -13.57% | -13.67%+0.1pp | 701.18%-714.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,852 | $2,218+73.7% | $3,009+28.0% | $2,596+48.4% |
| Participant deferral / active EE | $7,988 | $3,246+146.1% | $4,395+81.8% | $4,027+98.4% |
| Admin fee / account holder | $12,171 | $4,395+176.9% | $5,329+128.4% | $5,403+125.3% |