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 | $109,788 | $61,774+77.7% | $97,226+12.9% | $80,856+35.8% |
| Participation rate | 90.9% | 63.5%+27.4pp | 72.7%+18.2pp | 67.6%+23.3pp |
| Annual return | 12.00% | -557.90%+569.9pp | 75.13%-63.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,870 | $1,837+1.8% | $2,729-31.5% | $2,755-32.1% |
| Participant deferral / active EE | $2,515 | $3,029-17.0% | $4,264-41.0% | $4,296-41.5% |
| Admin fee / account holder | $10,437 | $5,166+102.0% | $5,654+84.6% | $6,918+50.9% |