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 | $95,063 | $54,229+75.3% | $70,092+35.6% | $68,494+38.8% |
| Participation rate | 93.2% | 64.5%+28.7pp | 70.5%+22.7pp | 67.9%+25.3pp |
| Annual return | -16.47% | -13.87%-2.6pp | 190.73%-207.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,780 | $2,018+37.8% | $2,559+8.7% | $2,596+7.1% |
| Participant deferral / active EE | $5,375 | $2,956+81.8% | $3,849+39.7% | $4,027+33.5% |
| Admin fee / account holder | $2,761 | $4,694-41.2% | $6,267-55.9% | $5,403-48.9% |