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 | $93,473 | $54,350+72.0% | $82,719+13.0% | $68,494+36.5% |
| Participation rate | 86.5% | 63.9%+22.6pp | 72.6%+14.0pp | 67.9%+18.7pp |
| Annual return | -17.32% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,664 | $2,218+110.2% | $3,009+55.0% | $2,596+79.6% |
| Participant deferral / active EE | $4,357 | $3,246+34.2% | $4,395-0.9% | $4,027+8.2% |
| Admin fee / account holder | $4,284 | $4,395-2.5% | $5,329-19.6% | $5,403-20.7% |