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 | $88,968 | $59,107+50.5% | $86,436+2.9% | $68,494+29.9% |
| Participation rate | 88.0% | 75.2%+12.8pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -18.42% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,929 | $2,519+16.3% | $3,769-22.3% | $2,596+12.8% |
| Participant deferral / active EE | $8,293 | $5,901+40.5% | $6,952+19.3% | $4,027+105.9% |
| Admin fee / account holder | $479 | $5,637-91.5% | $6,731-92.9% | $5,403-91.1% |