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 | $97,534 | $72,404+34.7% | $110,238-11.5% | $64,186+52.0% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.0pp | 69.6%+26.3pp |
| Annual return | -7.62% | -6.29%-1.3pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,840 | $2,282+24.5% | $3,826-25.8% | $2,381+19.3% |
| Participant deferral / active EE | $10,821 | $3,469+211.9% | $4,672+131.6% | $3,470+211.9% |
| Admin fee / account holder | $4,344 | $5,664-23.3% | $8,547-49.2% | $4,888-11.1% |