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 | $80,248 | $72,404+10.8% | $110,238-27.2% | $64,186+25.0% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | -6.46% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,987 | $2,282-12.9% | $3,826-48.1% | $2,381-16.6% |
| Participant deferral / active EE | $4,361 | $3,469+25.7% | $4,672-6.7% | $3,470+25.7% |
| Admin fee / account holder | $2,678 | $5,664-52.7% | $8,547-68.7% | $4,888-45.2% |