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 | $84,209 | $59,107+42.5% | $86,436-2.6% | $68,494+22.9% |
| Participation rate | 98.1% | 75.2%+22.9pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -17.89% | -0.23%-17.7pp | 4394.89%-4412.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,094 | $2,519+22.8% | $3,769-17.9% | $2,596+19.2% |
| Participant deferral / active EE | $8,123 | $5,901+37.6% | $6,952+16.9% | $4,027+101.7% |
| Admin fee / account holder | $5,912 | $5,637+4.9% | $6,731-12.2% | $5,403+9.4% |