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 | $136,641 | $72,404+88.7% | $110,238+24.0% | $64,186+112.9% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | -6.52% | -6.29%-0.2pp | 314.74%-321.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,431 | $2,282+269.5% | $3,826+120.3% | $2,381+254.1% |
| Participant deferral / active EE | $5,582 | $3,469+60.9% | $4,672+19.5% | $3,470+60.9% |
| Admin fee / account holder | $4,326 | $5,664-23.6% | $8,547-49.4% | $4,888-11.5% |