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 | $119,105 | $54,350+119.1% | $82,719+44.0% | $68,494+73.9% |
| Participation rate | 84.6% | 63.9%+20.7pp | 72.6%+12.1pp | 67.9%+16.7pp |
| Annual return | -15.43% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $903 | $2,218-59.3% | $3,009-70.0% | $2,596-65.2% |
| Participant deferral / active EE | $2,454 | $3,246-24.4% | $4,395-44.2% | $4,027-39.1% |
| Admin fee / account holder | $4,434 | $4,395+0.9% | $5,329-16.8% | $5,403-17.9% |