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 | $90,268 | $59,107+52.7% | $86,436+4.4% | $68,494+31.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -17.50% | -0.23%-17.3pp | 4394.89%-4412.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,580 | $2,519+2.4% | $3,769-31.5% | $2,596-0.6% |
| Participant deferral / active EE | $7,129 | $5,901+20.8% | $6,952+2.5% | $4,027+77.0% |
| Admin fee / account holder | $36,845 | $5,637+553.7% | $6,731+447.4% | $5,403+582.0% |