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 | $78,982 | $72,404+9.1% | $110,238-28.4% | $64,186+23.1% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.5pp |
| Annual return | -3.24% | -6.29%+3.0pp | 314.74%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,995 | $2,282+31.3% | $3,826-21.7% | $2,381+25.8% |
| Participant deferral / active EE | $4,106 | $3,469+18.4% | $4,672-12.1% | $3,470+18.3% |
| Admin fee / account holder | $1,349 | $5,664-76.2% | $8,547-84.2% | $4,888-72.4% |