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 | $92,996 | $57,354+62.1% | $83,848+10.9% | $64,186+44.9% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | -3.97% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,086 | $2,545+21.2% | $3,631-15.0% | $2,381+29.6% |
| Participant deferral / active EE | $8,128 | $2,993+171.6% | $4,082+99.1% | $3,470+134.3% |
| Admin fee / account holder | $12,832 | $4,046+217.2% | $5,478+134.2% | $4,888+162.5% |