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 | $113,812 | $45,152+152.1% | $73,843+54.1% | $59,632+90.9% |
| Participation rate | 75.0% | 64.0%+11.0pp | 73.4%+1.6pp | 68.7%+6.3pp |
| Annual return | -0.90% | 27.40%-28.3pp | 2267.84%-2268.7pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,298 | $1,902+20.9% | $2,787-17.5% | $2,203+4.4% |
| Participant deferral / active EE | $3,931 | $2,574+52.7% | $3,583+9.7% | $3,192+23.2% |
| Admin fee / account holder | $1,165 | $3,516-66.9% | $4,880-76.1% | $4,297-72.9% |