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 | $82,444 | $54,350+51.7% | $82,719-0.3% | $68,494+20.4% |
| Participation rate | 77.3% | 63.9%+13.4pp | 72.6%+4.7pp | 67.9%+9.4pp |
| Annual return | -16.50% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,338 | $2,218+140.7% | $3,009+77.4% | $2,596+105.6% |
| Participant deferral / active EE | $5,701 | $3,246+75.6% | $4,395+29.7% | $4,027+41.6% |
| Admin fee / account holder | $7,929 | $4,395+80.4% | $5,329+48.8% | $5,403+46.8% |