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 | $76,330 | $54,350+40.4% | $82,719-7.7% | $68,494+11.4% |
| Participation rate | 93.2% | 63.9%+29.3pp | 72.6%+20.7pp | 67.9%+25.3pp |
| Annual return | -14.72% | -13.67%-1.1pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,123 | $2,218+40.8% | $3,009+3.8% | $2,596+20.3% |
| Participant deferral / active EE | $5,044 | $3,246+55.4% | $4,395+14.8% | $4,027+25.2% |
| Admin fee / account holder | $2,155 | $4,395-51.0% | $5,329-59.6% | $5,403-60.1% |