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 | $82,847 | $54,350+52.4% | $82,719+0.2% | $68,494+21.0% |
| Participation rate | 81.5% | 63.9%+17.6pp | 72.6%+8.9pp | 67.9%+13.6pp |
| Annual return | -17.12% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,816 | $2,218+72.0% | $3,009+26.8% | $2,596+47.0% |
| Participant deferral / active EE | $7,332 | $3,246+125.9% | $4,395+66.8% | $4,027+82.1% |
| Admin fee / account holder | $3,864 | $4,395-12.1% | $5,329-27.5% | $5,403-28.5% |