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 | $74,550 | $59,107+26.1% | $86,436-13.8% | $68,494+8.8% |
| Participation rate | 92.5% | 75.2%+17.2pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -13.60% | -0.23%-13.4pp | 4394.89%-4408.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,913 | $2,519+15.7% | $3,769-22.7% | $2,596+12.2% |
| Participant deferral / active EE | $6,751 | $5,901+14.4% | $6,952-2.9% | $4,027+67.6% |
| Admin fee / account holder | $6,390 | $5,637+13.4% | $6,731-5.1% | $5,403+18.3% |