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 | $101,911 | $59,107+72.4% | $86,436+17.9% | $68,494+48.8% |
| Participation rate | 95.9% | 75.2%+20.7pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -15.10% | -0.23%-14.9pp | 4394.89%-4410.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,748 | $2,519+48.8% | $3,769-0.5% | $2,596+44.4% |
| Participant deferral / active EE | $8,003 | $5,901+35.6% | $6,952+15.1% | $4,027+98.7% |
| Admin fee / account holder | $5,463 | $5,637-3.1% | $6,731-18.8% | $5,403+1.1% |