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 | $90,929 | $94,529-3.8% | $140,016-35.1% | $64,186+41.7% |
| Participation rate | 76.9% | 84.1%-7.2pp | 87.5%-10.6pp | 69.6%+7.4pp |
| Annual return | -7.16% | 7.77%-14.9pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,006 | $5,250-42.7% | $6,927-56.6% | $3,470-13.4% |
| Admin fee / account holder | $2,447 | $6,741-63.7% | $10,705-77.1% | $4,888-49.9% |