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 | $63,011 | $54,350+15.9% | $82,719-23.8% | $68,494-8.0% |
| Participation rate | 89.1% | 63.9%+25.2pp | 72.6%+16.6pp | 67.9%+21.2pp |
| Annual return | -17.32% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,108 | $2,218+40.1% | $3,009+3.3% | $2,596+19.7% |
| Participant deferral / active EE | $5,234 | $3,246+61.2% | $4,395+19.1% | $4,027+30.0% |
| Admin fee / account holder | $1,932 | $4,395-56.0% | $5,329-63.7% | $5,403-64.2% |