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 | $87,903 | $54,229+62.1% | $70,092+25.4% | $68,494+28.3% |
| Participation rate | 86.5% | 64.5%+22.1pp | 70.5%+16.1pp | 67.9%+18.7pp |
| Annual return | -17.68% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,769 | $2,018-12.4% | $2,559-30.9% | $2,596-31.9% |
| Participant deferral / active EE | $6,646 | $2,956+124.9% | $3,849+72.7% | $4,027+65.0% |
| Admin fee / account holder | $10,183 | $4,694+116.9% | $6,267+62.5% | $5,403+88.5% |