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 | $94,997 | $72,404+31.2% | $110,238-13.8% | $64,186+48.0% |
| Participation rate | 81.2% | 73.3%+7.8pp | 79.8%+1.4pp | 69.6%+11.6pp |
| Annual return | -6.09% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,890 | $2,282-17.2% | $3,826-50.6% | $2,381-20.6% |
| Participant deferral / active EE | $7,246 | $3,469+108.9% | $4,672+55.1% | $3,470+108.8% |
| Admin fee / account holder | $11,509 | $5,664+103.2% | $8,547+34.7% | $4,888+135.5% |