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 | $118,259 | $72,404+63.3% | $110,238+7.3% | $64,186+84.2% |
| Participation rate | 98.5% | 73.3%+25.1pp | 79.8%+18.6pp | 69.6%+28.9pp |
| Annual return | -6.84% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,267 | $2,282+43.2% | $3,826-14.6% | $2,381+37.2% |
| Participant deferral / active EE | $5,140 | $3,469+48.2% | $4,672+10.0% | $3,470+48.1% |
| Admin fee / account holder | $1,888 | $5,664-66.7% | $8,547-77.9% | $4,888-61.4% |