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 | $84,955 | $72,404+17.3% | $110,238-22.9% | $64,186+32.4% |
| Participation rate | 93.2% | 73.3%+19.9pp | 79.8%+13.4pp | 69.6%+23.7pp |
| Annual return | -5.39% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,651 | $2,282+60.0% | $3,826-4.6% | $2,381+53.4% |
| Participant deferral / active EE | $3,852 | $3,469+11.0% | $4,672-17.5% | $3,470+11.0% |
| Admin fee / account holder | $13,967 | $5,664+146.6% | $8,547+63.4% | $4,888+185.7% |