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 | $72,894 | $72,404+0.7% | $110,238-33.9% | $64,186+13.6% |
| Participation rate | 95.6% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.0pp |
| Annual return | 9.30% | -6.29%+15.6pp | 314.74%-305.4pp | 7.63%+1.7pp |
| Employer contribution / active EE | $2,518 | $2,282+10.4% | $3,826-34.2% | $2,381+5.8% |
| Participant deferral / active EE | $6,490 | $3,469+87.1% | $4,672+38.9% | $3,470+87.1% |
| Admin fee / account holder | $9,072 | $5,664+60.2% | $8,547+6.1% | $4,888+85.6% |