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 | $95,061 | $72,404+31.3% | $110,238-13.8% | $64,186+48.1% |
| Participation rate | 78.3% | 73.3%+4.9pp | 79.8%-1.6pp | 69.6%+8.7pp |
| Annual return | -6.77% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,940 | $2,282+28.9% | $3,826-23.2% | $2,381+23.5% |
| Participant deferral / active EE | $5,184 | $3,469+49.4% | $4,672+11.0% | $3,470+49.4% |
| Admin fee / account holder | $4,322 | $5,664-23.7% | $8,547-49.4% | $4,888-11.6% |