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 | $75,135 | $54,350+38.2% | $82,719-9.2% | $68,494+9.7% |
| Participation rate | 86.2% | 63.9%+22.2pp | 72.6%+13.6pp | 67.9%+18.3pp |
| Annual return | -14.49% | -13.67%-0.8pp | 701.18%-715.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $986 | $2,218-55.6% | $3,009-67.2% | $2,596-62.0% |
| Participant deferral / active EE | $5,455 | $3,246+68.1% | $4,395+24.1% | $4,027+35.5% |
| Admin fee / account holder | $788 | $4,395-82.1% | $5,329-85.2% | $5,403-85.4% |