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 | $91,496 | $59,107+54.8% | $86,436+5.9% | $68,494+33.6% |
| Participation rate | 96.9% | 75.2%+21.6pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -17.41% | -0.23%-17.2pp | 4394.89%-4412.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,607 | $5,901+79.7% | $6,952+52.6% | $4,027+163.4% |
| Admin fee / account holder | $4,447 | $5,637-21.1% | $6,731-33.9% | $5,403-17.7% |