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 | $88,970 | $72,404+22.9% | $110,238-19.3% | $64,186+38.6% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.7pp |
| Annual return | -5.02% | -6.29%+1.3pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,412 | $2,282-38.1% | $3,826-63.1% | $2,381-40.7% |
| Participant deferral / active EE | $4,702 | $3,469+35.5% | $4,672+0.7% | $3,470+35.5% |
| Admin fee / account holder | $8,861 | $5,664+56.4% | $8,547+3.7% | $4,888+81.3% |