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 | $163,142 | $59,107+176.0% | $86,436+88.7% | $68,494+138.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -16.98% | -0.23%-16.7pp | 4394.89%-4411.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,696 | $2,519+46.8% | $3,769-1.9% | $2,596+42.4% |
| Participant deferral / active EE | $6,936 | $5,901+17.5% | $6,952-0.2% | $4,027+72.2% |
| Admin fee / account holder | $1,587 | $5,637-71.9% | $6,731-76.4% | $5,403-70.6% |