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 | $85,149 | $54,350+56.7% | $82,719+2.9% | $68,494+24.3% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -17.28% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,981 | $2,218+124.6% | $3,009+65.5% | $2,596+91.8% |
| Participant deferral / active EE | $5,192 | $3,246+59.9% | $4,395+18.1% | $4,027+28.9% |
| Admin fee / account holder | $4,481 | $4,395+2.0% | $5,329-15.9% | $5,403-17.1% |