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 | $110,971 | $72,404+53.3% | $110,238+0.7% | $64,186+72.9% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.3pp |
| Annual return | -6.42% | -6.29%-0.1pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,261 | $2,282-44.7% | $3,826-67.0% | $2,381-47.0% |
| Participant deferral / active EE | $5,046 | $3,469+45.5% | $4,672+8.0% | $3,470+45.4% |
| Admin fee / account holder | $9,315 | $5,664+64.5% | $8,547+9.0% | $4,888+90.6% |