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 | $132,993 | $59,107+125.0% | $86,436+53.9% | $68,494+94.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -9.45% | -0.23%-9.2pp | 4394.89%-4404.3pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,208 | $2,519-52.0% | $3,769-67.9% | $2,596-53.5% |
| Participant deferral / active EE | $3,038 | $5,901-48.5% | $6,952-56.3% | $4,027-24.6% |
| Admin fee / account holder | $9,701 | $5,637+72.1% | $6,731+44.1% | $5,403+79.6% |