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 | $126,699 | $72,404+75.0% | $110,238+14.9% | $64,186+97.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.48% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,507 | $2,282+9.9% | $3,826-34.5% | $2,381+5.3% |
| Participant deferral / active EE | $5,204 | $3,469+50.0% | $4,672+11.4% | $3,470+50.0% |
| Admin fee / account holder | $8,838 | $5,664+56.0% | $8,547+3.4% | $4,888+80.8% |