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 | $93,535 | $59,107+58.2% | $86,436+8.2% | $68,494+36.6% |
| Participation rate | 92.1% | 75.2%+16.9pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -18.75% | -0.23%-18.5pp | 4394.89%-4413.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,236 | $2,519-11.2% | $3,769-40.7% | $2,596-13.9% |
| Participant deferral / active EE | $4,804 | $5,901-18.6% | $6,952-30.9% | $4,027+19.3% |
| Admin fee / account holder | $11,898 | $5,637+111.1% | $6,731+76.8% | $5,403+120.2% |