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 | $90,118 | $54,350+65.8% | $82,719+8.9% | $68,494+31.6% |
| Participation rate | 95.5% | 63.9%+31.6pp | 72.6%+23.0pp | 67.9%+27.6pp |
| Annual return | -16.02% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,321 | $2,218+49.7% | $3,009+10.4% | $2,596+27.9% |
| Participant deferral / active EE | $5,894 | $3,246+81.6% | $4,395+34.1% | $4,027+46.4% |
| Admin fee / account holder | $3,120 | $4,395-29.0% | $5,329-41.5% | $5,403-42.3% |