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 | $100,155 | $54,350+84.3% | $82,719+21.1% | $68,494+46.2% |
| Participation rate | 77.6% | 63.9%+13.6pp | 72.6%+5.0pp | 67.9%+9.7pp |
| Annual return | -12.34% | -13.67%+1.3pp | 701.18%-713.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,175 | $2,218+43.1% | $3,009+5.5% | $2,596+22.3% |
| Participant deferral / active EE | $4,089 | $3,246+26.0% | $4,395-7.0% | $4,027+1.5% |
| Admin fee / account holder | $12,511 | $4,395+184.6% | $5,329+134.8% | $5,403+131.6% |