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 | $77,695 | $46,674+66.5% | $117,472-33.9% | $68,494+13.4% |
| Participation rate | 95.7% | 56.8%+39.0pp | 70.6%+25.2pp | 67.9%+27.9pp |
| Annual return | -16.52% | -14.52%-2.0pp | 29.74%-46.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,620 | $1,505+273.6% | $4,176+34.6% | $2,596+116.5% |
| Participant deferral / active EE | $6,562 | $2,636+148.9% | $4,070+61.2% | $4,027+62.9% |
| Admin fee / account holder | $11,934 | $4,020+196.9% | $5,645+111.4% | $5,403+120.9% |