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 | $80,805 | $59,107+36.7% | $86,436-6.5% | $68,494+18.0% |
| Participation rate | 93.5% | 75.2%+18.3pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -15.08% | -0.23%-14.8pp | 4394.89%-4410.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,893 | $2,519-24.9% | $3,769-49.8% | $2,596-27.1% |
| Participant deferral / active EE | $5,191 | $5,901-12.0% | $6,952-25.3% | $4,027+28.9% |
| Admin fee / account holder | $11,198 | $5,637+98.7% | $6,731+66.4% | $5,403+107.3% |