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 | $103,576 | $75,828+36.6% | $147,614-29.8% | $59,632+73.7% |
| Participation rate | 86.2% | 71.6%+14.6pp | 84.6%+1.6pp | 68.7%+17.5pp |
| Annual return | -2.21% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $3,522 | $3,485+1.1% | $5,564-36.7% | $2,203+59.9% |
| Participant deferral / active EE | $9,282 | $3,130+196.5% | $4,895+89.6% | $3,192+190.8% |
| Admin fee / account holder | $19,056 | $5,985+218.4% | $11,611+64.1% | $4,297+343.5% |