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 | $73,018 | $72,404+0.8% | $110,238-33.8% | $64,186+13.8% |
| Participation rate | 97.7% | 73.3%+24.3pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | -6.61% | -6.29%-0.3pp | 314.74%-321.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,652 | $2,282+103.9% | $3,826+21.6% | $2,381+95.4% |
| Participant deferral / active EE | $8,242 | $3,469+137.6% | $4,672+76.4% | $3,470+137.5% |
| Admin fee / account holder | $6,910 | $5,664+22.0% | $8,547-19.2% | $4,888+41.4% |