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 | $92,088 | $57,354+60.6% | $83,848+9.8% | $64,186+43.5% |
| Participation rate | 81.9% | 68.6%+13.3pp | 76.1%+5.8pp | 69.6%+12.4pp |
| Annual return | -8.36% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,934 | $2,545+15.3% | $3,631-19.2% | $2,381+23.2% |
| Participant deferral / active EE | $6,964 | $2,993+132.7% | $4,082+70.6% | $3,470+100.7% |
| Admin fee / account holder | $1,946 | $4,046-51.9% | $5,478-64.5% | $4,888-60.2% |