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 | $101,400 | $54,350+86.6% | $82,719+22.6% | $68,494+48.0% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.2pp |
| Annual return | -8.53% | -13.67%+5.1pp | 701.18%-709.7pp | -7.84%-0.7pp |
| Employer contribution / active EE | $2,656 | $2,218+19.8% | $3,009-11.7% | $2,596+2.3% |
| Participant deferral / active EE | $7,462 | $3,246+129.9% | $4,395+69.8% | $4,027+85.3% |
| Admin fee / account holder | $5,215 | $4,395+18.7% | $5,329-2.1% | $5,403-3.5% |