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 | $113,758 | $54,229+109.8% | $70,092+62.3% | $68,494+66.1% |
| Participation rate | 89.2% | 64.5%+24.7pp | 70.5%+18.7pp | 67.9%+21.3pp |
| Annual return | -17.87% | -13.87%-4.0pp | 190.73%-208.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,640 | $2,018+129.9% | $2,559+81.3% | $2,596+78.7% |
| Participant deferral / active EE | $8,879 | $2,956+200.4% | $3,849+130.7% | $4,027+120.5% |
| Admin fee / account holder | $39,909 | $4,694+750.2% | $6,267+536.8% | $5,403+638.7% |