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 | $77,914 | $54,350+43.4% | $82,719-5.8% | $68,494+13.8% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.6pp | 67.9%+17.3pp |
| Annual return | -17.30% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,908 | $2,218+31.1% | $3,009-3.3% | $2,596+12.0% |
| Participant deferral / active EE | $5,671 | $3,246+74.7% | $4,395+29.0% | $4,027+40.8% |
| Admin fee / account holder | $3,565 | $4,395-18.9% | $5,329-33.1% | $5,403-34.0% |