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 | $95,111 | $73,102+30.1% | $123,544-23.0% | $56,287+69.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.05% | 3.01%-9.1pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,679 | $2,977-43.6% | $4,628-63.7% | $2,111-20.5% |
| Participant deferral / active EE | $6,715 | $5,423+23.8% | $6,426+4.5% | $3,350+100.5% |
| Admin fee / account holder | $1,678 | $554+203.1% | $9,284-81.9% | $521+222.2% |