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 | $92,057 | $72,404+27.1% | $110,238-16.5% | $64,186+43.4% |
| Participation rate | 84.3% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | -5.31% | -6.29%+1.0pp | 314.74%-320.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,112 | $2,282-51.3% | $3,826-70.9% | $2,381-53.3% |
| Participant deferral / active EE | $5,031 | $3,469+45.0% | $4,672+7.7% | $3,470+45.0% |
| Admin fee / account holder | $13,691 | $5,664+141.7% | $8,547+60.2% | $4,888+180.1% |