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 | $92,464 | $57,354+61.2% | $83,848+10.3% | $64,186+44.1% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | -7.84% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,941 | $2,545+54.8% | $3,631+8.6% | $2,381+65.5% |
| Participant deferral / active EE | $5,439 | $2,993+81.7% | $4,082+33.3% | $3,470+56.8% |
| Admin fee / account holder | $9,237 | $4,046+128.3% | $5,478+68.6% | $4,888+89.0% |