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 | $90,536 | $59,107+53.2% | $86,436+4.7% | $68,494+32.2% |
| Participation rate | 92.5% | 75.2%+17.2pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -18.76% | -0.23%-18.5pp | 4394.89%-4413.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $6,311 | $2,519+150.5% | $3,769+67.5% | $2,596+143.1% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,848 | $5,637-49.5% | $6,731-57.7% | $5,403-47.3% |