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 | $136,378 | $45,152+202.0% | $73,843+84.7% | $59,632+128.7% |
| Participation rate | 87.7% | 64.0%+23.7pp | 73.4%+14.3pp | 68.7%+19.0pp |
| Annual return | -0.09% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,963 | $1,902+55.8% | $2,787+6.3% | $2,203+34.5% |
| Participant deferral / active EE | $5,851 | $2,574+127.3% | $3,583+63.3% | $3,192+83.3% |
| Admin fee / account holder | $4,492 | $3,516+27.8% | $4,880-8.0% | $4,297+4.5% |