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 | $84,380 | $59,107+42.8% | $86,436-2.4% | $68,494+23.2% |
| Participation rate | 97.9% | 75.2%+22.6pp | 80.3%+17.5pp | 67.9%+30.0pp |
| Annual return | -18.86% | -0.23%-18.6pp | 4394.89%-4413.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,139 | $2,519+24.6% | $3,769-16.7% | $2,596+20.9% |
| Participant deferral / active EE | $7,249 | $5,901+22.8% | $6,952+4.3% | $4,027+80.0% |
| Admin fee / account holder | $3,907 | $5,637-30.7% | $6,731-42.0% | $5,403-27.7% |