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 | $80,682 | $49,177+64.1% | $79,464+1.5% | $64,186+25.7% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.6%+21.9pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,947 | $2,076+41.9% | $2,800+5.2% | $2,381+23.8% |
| Participant deferral / active EE | $6,432 | $2,821+128.0% | $3,704+73.7% | $3,470+85.4% |
| Admin fee / account holder | $3,832 | $3,839-0.2% | $5,113-25.1% | $4,888-21.6% |