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 | $93,050 | $54,350+71.2% | $82,719+12.5% | $68,494+35.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -17.29% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,813 | $2,218+26.8% | $3,009-6.5% | $2,596+8.3% |
| Participant deferral / active EE | $5,296 | $3,246+63.2% | $4,395+20.5% | $4,027+31.5% |
| Admin fee / account holder | $890 | $4,395-79.8% | $5,329-83.3% | $5,403-83.5% |