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 | $110,593 | $59,107+87.1% | $86,436+27.9% | $68,494+61.5% |
| Participation rate | 76.4% | 75.2%+1.1pp | 80.3%-4.0pp | 67.9%+8.5pp |
| Annual return | -13.27% | -0.23%-13.0pp | 4394.89%-4408.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,773 | $2,519-29.6% | $3,769-52.9% | $2,596-31.7% |
| Participant deferral / active EE | $7,932 | $5,901+34.4% | $6,952+14.1% | $4,027+97.0% |
| Admin fee / account holder | $5,834 | $5,637+3.5% | $6,731-13.3% | $5,403+8.0% |