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 | $87,678 | $54,350+61.3% | $82,719+6.0% | $68,494+28.0% |
| Participation rate | 95.8% | 63.9%+31.9pp | 72.6%+23.3pp | 67.9%+27.9pp |
| Annual return | -9.40% | -13.67%+4.3pp | 701.18%-710.6pp | -7.84%-1.6pp |
| Employer contribution / active EE | $4,755 | $2,218+114.4% | $3,009+58.0% | $2,596+83.1% |
| Participant deferral / active EE | $3,251 | $3,246+0.1% | $4,395-26.0% | $4,027-19.3% |
| Admin fee / account holder | $9,301 | $4,395+111.6% | $5,329+74.5% | $5,403+72.2% |