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 | $55,126 | $32,117+71.6% | $71,086-22.5% | $64,186-14.1% |
| Participation rate | 87.1% | 42.7%+44.4pp | 54.7%+32.4pp | 69.6%+17.5pp |
| Annual return | -8.35% | -5.57%-2.8pp | 650.59%-658.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,644 | $712+411.6% | $1,088+235.0% | $2,381+53.0% |
| Participant deferral / active EE | $4,449 | $1,263+252.2% | $1,874+137.4% | $3,470+28.2% |
| Admin fee / account holder | $490 | $2,759-82.3% | $3,082-84.1% | $4,888-90.0% |