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 | $81,908 | $81,258+0.8% | $105,218-22.2% | $59,632+37.4% |
| Participation rate | 84.5% | 75.4%+9.1pp | 77.2%+7.3pp | 68.7%+15.8pp |
| Annual return | -0.57% | 1.96%-2.5pp | 5.33%-5.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $10,909 | $2,562+325.9% | $3,255+235.1% | $2,203+395.3% |
| Participant deferral / active EE | $6,098 | $3,881+57.1% | $4,867+25.3% | $3,192+91.1% |
| Admin fee / account holder | $1,215 | $5,841-79.2% | $6,992-82.6% | $4,297-71.7% |