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 | $67,101 | $59,107+13.5% | $86,436-22.4% | $68,494-2.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -15.16% | -0.23%-14.9pp | 4394.89%-4410.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,158 | $2,519-54.0% | $3,769-69.3% | $2,596-55.4% |
| Participant deferral / active EE | $6,035 | $5,901+2.3% | $6,952-13.2% | $4,027+49.8% |
| Admin fee / account holder | $9,713 | $5,637+72.3% | $6,731+44.3% | $5,403+79.8% |