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 | $74,710 | $59,107+26.4% | $86,436-13.6% | $68,494+9.1% |
| Participation rate | 96.7% | 75.2%+21.4pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -15.98% | -0.23%-15.7pp | 4394.89%-4410.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,070 | $2,519-17.8% | $3,769-45.1% | $2,596-20.3% |
| Participant deferral / active EE | $5,979 | $5,901+1.3% | $6,952-14.0% | $4,027+48.5% |
| Admin fee / account holder | $15,877 | $5,637+181.7% | $6,731+135.9% | $5,403+193.9% |