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 | $65,499 | $59,107+10.8% | $86,436-24.2% | $68,494-4.4% |
| Participation rate | 89.7% | 75.2%+14.5pp | 80.3%+9.4pp | 67.9%+21.8pp |
| Annual return | -17.94% | -0.23%-17.7pp | 4394.89%-4412.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,732 | $2,519+87.9% | $3,769+25.6% | $2,596+82.3% |
| Participant deferral / active EE | $9,460 | $5,901+60.3% | $6,952+36.1% | $4,027+134.9% |
| Admin fee / account holder | $9,959 | $5,637+76.7% | $6,731+48.0% | $5,403+84.3% |