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 | $234,220 | $167,307+40.0% | $143,757+62.9% | $134,475+74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.10% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,563 | $5,619-72.2% | $4,951-68.4% | $4,740-67.0% |
| Participant deferral / active EE | $2,711 | $6,446-57.9% | $5,637-51.9% | $6,400-57.6% |
| Admin fee / account holder | $3,721 | $18,088-79.4% | $14,673-74.6% | $11,426-67.4% |