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 | $83,053 | $72,404+14.7% | $110,238-24.7% | $64,186+29.4% |
| Participation rate | 98.5% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | -6.78% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,269 | $2,282+43.3% | $3,826-14.6% | $2,381+37.3% |
| Participant deferral / active EE | $4,832 | $3,469+39.3% | $4,672+3.4% | $3,470+39.3% |
| Admin fee / account holder | $2,470 | $5,664-56.4% | $8,547-71.1% | $4,888-49.5% |