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 | $96,776 | $50,958+89.9% | $74,550+29.8% | $64,186+50.8% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.7pp | 69.6%+19.3pp |
| Annual return | -7.55% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $14,826 | $1,115+1229.3% | $1,961+656.1% | $2,381+522.7% |
| Participant deferral / active EE | $12,000 | $2,301+421.4% | $3,108+286.1% | $3,470+245.9% |
| Admin fee / account holder | $2,242 | $4,223-46.9% | $5,060-55.7% | $4,888-54.1% |