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 | $85,061 | $72,404+17.5% | $110,238-22.8% | $64,186+32.5% |
| Participation rate | 90.6% | 73.3%+17.2pp | 79.8%+10.7pp | 69.6%+21.0pp |
| Annual return | -6.12% | -6.29%+0.2pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $13,119 | $2,282+475.0% | $3,826+242.8% | $2,381+451.0% |
| Participant deferral / active EE | $4,050 | $3,469+16.8% | $4,672-13.3% | $3,470+16.7% |
| Admin fee / account holder | $353 | $5,664-93.8% | $8,547-95.9% | $4,888-92.8% |