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 | $96,774 | $57,354+68.7% | $83,848+15.4% | $64,186+50.8% |
| Participation rate | 97.6% | 68.6%+29.0pp | 76.1%+21.4pp | 69.6%+28.0pp |
| Annual return | -1.79% | 11.38%-13.2pp | 850.88%-852.7pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,659 | $2,545+43.7% | $3,631+0.8% | $2,381+53.7% |
| Participant deferral / active EE | $2,618 | $2,993-12.5% | $4,082-35.9% | $3,470-24.6% |
| Admin fee / account holder | $17,462 | $4,046+331.6% | $5,478+218.8% | $4,888+257.2% |