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 | $121,087 | $57,354+111.1% | $83,848+44.4% | $64,186+88.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.44% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,436 | $2,545+113.6% | $3,631+49.7% | $2,381+128.3% |
| Participant deferral / active EE | $2,245 | $2,993-25.0% | $4,082-45.0% | $3,470-35.3% |
| Admin fee / account holder | $5,745 | $4,046+42.0% | $5,478+4.9% | $4,888+17.5% |