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 | $59,910 | $72,404-17.3% | $110,238-45.7% | $64,186-6.7% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.6%+29.1pp |
| Annual return | -4.03% | -6.29%+2.3pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,778 | $2,282+21.8% | $3,826-27.4% | $2,381+16.7% |
| Participant deferral / active EE | $5,089 | $3,469+46.7% | $4,672+8.9% | $3,470+46.7% |
| Admin fee / account holder | $9,221 | $5,664+62.8% | $8,547+7.9% | $4,888+88.6% |